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Benchmark SP 500  1,629   22.88  Index Moved Down -1.39% United States ...


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Collecting data for SIRRX

Sierra quote and profile

 
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23.28
  
FUND
(0.05)  Macroaxis: -0.21 Down   0.21%  
Last 1 Month(s)
23.3123.79
 

Diversification Suggestion

Use Sierra to protect against small markets fluctuations. The fund experiences normal downward trend and little activity
Analyze Sierra Core Retirement R Trend or Check current 30 days Sierra correlation with market (S&P 500)
1 Month Beta 0.03  
Highest Price:  
Lowest Price:  
23.79  
23.31  
May 22 2013 
June 13 2013 
As returns on market increase, Sierra returns are expected to increase less than the market. However during bear market, the loss on holding Sierra will be expected to be smaller as well.
Sierra Core Retirement R Small BetaSierra Core Retirement R Beta Legend
SIRRX United States NASDAQ
Sierra Core Retirement R
Sierra Trust
Multisector Bond
Benchmark S&P 500
Contact Number: 866. 738. 4363
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset802.48 M
Last Dividend Paid0.14
 thisRed SIRRX SIRRX agains markets  0.21 % Macroaxis: 0.21 Moved Down  
 
 United States Russel   1.35 % Macroaxis: change 1.35 Moved Down  
 
 United States SP 500   1.39 % Macroaxis: change 1.39 Moved Down  
 
 United States NYSE   1.53 % Macroaxis: change 1.53 Moved Down  
 
Compare to Competition Alpha & Beta   Get Advice

Sierra Leadership

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

Sierra Price and Market Media

The median price of Sierra for the period between Tue, May 21, 2013 and Thu, Jun 20, 2013 is 23.5 with a coefficient of variation of 0.67. The daily time series for the period is distributed with a sample standard deviation of 0.16, arithmetic mean of 23.52, and mean deviation of 0.13. The Fund did not receive any noticable media coverage during the period.
Sierra         SP 500
Price Growth (%)
 
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Sierra Summary

Sierra Core Retirement R [SIRRX] is traded in USA and was established in December 23, 2007. The fund is listed under Multisector Bond category and is part of Sierra Trust family. This fund at this time has accumulated 802.48 M in assets with minimum initial investment of 100 K. Sierra Core Retirement R is currently producing year-to-date (YTD) return of 0.68% with the current yeild of 3.31%, while the total return for the last 3 years was 13.95%.

Fund Instrument Allocation for Sierra

.
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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Sierra Research Report

Sierra vs. PIMCO

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

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 251.02 Billion. Sierra adds roughly 802.48 Million in net asset claiming only tiny portion of funds under Multisector Bond category.

Sierra Fundamentals

Price to Book vs Last Dividend Paid
Holdings Turnover vs Annual Yield
Price to Book vs Net Asset
One Year Return vs Annual Yield

Sierra vs Competition

Sierra vs. PIMCO Income C

Sierra June 20 2013 Opportunity Range

Downside Deviation0.2232
Information Ratio0.0837
Maximum Drawdown0.5909
Value At Risk(0.55)
Potential Upside0.0858

 
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