Sierra Core Retirement R Profile

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Last 1 Month(s)
10 Days Price Trend

Sierra Core Market Sensitivity

As returns on market increase, Sierra Core returns are expected to increase less than the market. However during bear market, the loss on holding Sierra Core will be expected to be smaller as well.
One Month Beta |Analyze Sierra Core Demand Trend
Check current 30 days Sierra Core correlation with market (NYSE)
β = 0.0789
Sierra Core Small BetaSierra Core Beta Legend

Sierra Core Risk Profiles

Key Fundamentals

Sierra Core Diversification Suggestion

Use Sierra Core to protect against small markets fluctuations. The fund experiences normal downward trend, but the immediate impact on correlations cannot be determined at the moment . Check odds of Sierra Core to be traded at $21.93 in 30 days

Sierra Core Daily Price Distribution

The median price of Sierra Core for the period between Mon, Oct 26, 2015 and Wed, Nov 25, 2015 is 22.15 with a coefficient of variation of 0.31. The daily time series for the period is distributed with a sample standard deviation of 0.07, arithmetic mean of 22.17, and mean deviation of 0.06. The Fund did not receive any noticable media coverage during the period.

Sierra Core 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 465.78 M in assets with minimum initial investment of 100 K. Sierra Core Retirement R is currently producing year-to-date (YTD) return of -2.16% with the current yeild of 2.37%, while the total return for the last 3 years was 13.95%.

Fund Instrument Allocation for Sierra Core

The fund invests 10.84% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (59.13%), cash(19.77%) and various exotic instruments.
Benchmark  Embed   Instrument Type 
Past Market
Performance (0 to 100)
Chance of
NameSierra Core Retirement R
InstrumentUSA Fund
ExchangeNASDAQ Stock Exchange
SectorSierra Trust
IndustryMultisector Bond
Contact Number866 738 4363
Risk-adjusted AdviceStrong Hold Fairly Valued
CurrencyUSD - US Dollar

Sierra Core Alerts

Sierra Core generates negative expected return over the last 30 days
The fund yields -2.0% to date and shows negative annual yield of 2.0%
Sierra Core Retirement R maintains about 19.77% of its assets in cash

Sierra Core Research Report

Get Sierra Core research report. Reports are available in pdf format and contain fundamental information about the equity. Click Generate Sierra Core report to view

Sierra Core Pair Trading Analysis

Correlation analysis and pair trading evaluation for Sierra Core and PIMCO Income. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Sierra Core 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 417.71 Billion. Sierra Core adds roughly 465.78 Million in net asset claiming only tiny portion of funds under Multisector Bond category.

Sierra Core Fundamentals Correlation

Sierra Core vs Competition

Sierra Core November 25, 2015 Opportunity Range