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Benchmark  United States  NYSE  10,599   39.667 Index Moved Up 0.38%  

Collecting data for SIRRX

Sierra Core Retirement R

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Last 1 Month(s)
5 Days Price Trend
Highest Price  
Lowest Price  
March 27 2014 
April 03 2014 

Sierra Market Sensitivity

As returns on market increase, returns on owning Sierra are expected to decrease at a much smaller rate. During bear market, Sierra is likely to outperform the market.
Sierra Core Retirement R Almost negative betaSierra Core Retirement R Beta Legend
Sierra Core Retirement R
USA Fund
Sierra Trust
Multisector Bond
Benchmark NYSE
Contact Number: 866. 738. 4363
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
Net Asset637.58 M
Last Dividend Paid0.18
 United States Russel   1.16 % Macroaxis: change 1.16 Moved Up  
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 United States SP 500   0.41 % Macroaxis: 0.41 Moved Up  
 United States NYSE   0.38 % Macroaxis: 0.38 Moved Up  
 thisGreen SIRRX SIRRX agains markets  0.04 % Macroaxis: 0.04 Moved Up  
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Sierra Leadership

David Wright Fund Manager since December 24, 2007
Kenneth Sleeper Fund Manager since December 23, 2007, MBA

Sierra Diversification Suggestion

Use Sierra to enhance returns of your portfolios. The fund experiences normal upward fluctuation. Check odds of Sierra to be traded at $24.19 in 30 days

Sierra Price and Market Media

The median price of Sierra for the period between Mon, Mar 24, 2014 and Wed, Apr 23, 2014 is 22.99 with a coefficient of variation of 0.3. The daily time series for the period is distributed with a sample standard deviation of 0.07, arithmetic mean of 22.98, and mean deviation of 0.06. The Fund did not receive any noticable media coverage during the period.
Sierra Value
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Sierra Summary

Sierra Core Retirement R [SIRRX] is traded in USA and was established in December 24, 2007. The fund is listed under Multisector Bond category and is part of Sierra Trust family. This fund at this time has accumulated 637.58 M in assets with minimum initial investment of 100 K. Sierra Core Retirement R is currently producing year-to-date (YTD) return of 2.83% with the current yeild of 3.83%, while the total return for the last 3 years was 13.95%.

Fund Instrument Allocation for Sierra

The fund consists of 76.97% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.

Sierra Related Equities

 United States LSBNX   0.13 % Macroaxis: 0.13 Moved Up  
 United States LSBRX   0.13 % Macroaxis: 0.13 Moved Up  
 United States LBFAX   0.13 % Macroaxis: 0.13 Moved Up  
 United States PONCX   0.00 % No Change  
 United States PIINX   0.00 % No Change  
 United States PIMIX   0.00 % No Change  
 United States PONAX   0.00 % No Change  
 United States PONPX   0.00 % No Change  
 United States PONRX   0.00 % No Change  
 United States PONDX   0.00 % No Change  
Past Market
Over 30
Out Of
Chance of
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Sierra Dividends

March 28, 2014

Sierra Research Report

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Sierra vs. PIMCO

Correlation analysis and fundamentals comparison between Sierra Core Retirement R and PIMCO Income Instl

Fix Your Portfolios with Sierra

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By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations when you add Sierra Core Retirement R to your portfolio

Sierra Asset Under Management

Sierra Core Retirement R is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Multisector Bond category is currently estimated at about 299.79 Billion. Sierra adds roughly 637.58 Million in net asset claiming only tiny portion of funds under Multisector Bond category.
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Sierra Fundamentals

Three Year Return vs Price to Sales
Holdings Turnover vs Price to Earning
Three Year Return vs Five Year Return
Equity Positions Weight vs Price to Earning

Sierra vs Competition

Sierra vs. PIMCO Income Instl
Sierra vs. PIMCO Income P
Sierra vs. PIMCO Income D
Sierra vs. PIMCO Income A
Sierra vs. PIMCO Income Adm
Sierra vs. PIMCO Income R
Sierra vs. PIMCO Income C
Sierra vs. Loomis Sayles Bond Retail
Sierra vs. Loomis Sayles Bond Admin

Sierra April 23 2014 Opportunity Range

Information Ratio(0.46)
Maximum Drawdown1.04
Value At Risk(0.17)
Potential Upside0.2177
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