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Benchmark  United States  NYSE  10,749   49.829 Index Moved Down -0.46%  


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Collecting data for SIRRX

Sierra Core Retirement R

   
$23.12
Change0.130.56%
Last 1 Month(s)
23.1223.57
5 Days Price Trend
 
Highest Price  
Lowest Price  
September 2, 2014 
September 30, 2014 

Sierra Market Sensitivity

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
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 Asset686.18 M
Last Dividend Paid0.16
 United States Russel   0.13 % Macroaxis: 0.13 Moved Down  
 
 United States Nasdaq   0.14 % Macroaxis: 0.14 Moved Down  
 
 United States SP 500   0.25 % Macroaxis: 0.25 Moved Down  
 
 United States NYSE   0.46 % Macroaxis: 0.46 Moved Down  
 
 thisRed SIRRX SIRRX agains markets  0.56 % Macroaxis: 0.56 Moved Down  
 
Compare to Competition   Compare Correlations
David Wright  Money Manager
Fund Manager since December 24, 2007
David C. Wright holds degrees in civil engineering and law. After 13 years with major Los Angeles law firms Mr. Wright transitioned into investment analysis in the mid1980s and served several years as Director of Technic...

Sierra Diversification Suggestion

Use Sierra to protect against small markets fluctuations. The fund experiences moderate downward daily trend and can be a good diversifier. Check odds of Sierra to be traded at $22.66 in 30 days

Sierra Price and Market Media

The median price of Sierra for the period between Sun, Aug 31, 2014 and Tue, Sep 30, 2014 is 23.43 with a coefficient of variation of 0.53. The daily time series for the period is distributed with a sample standard deviation of 0.12, arithmetic mean of 23.39, and mean deviation of 0.11. The Fund did not receive any noticable media coverage during the period.
Sierra Value
 
Change Benchmark  Embed   Timeline 

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 686.18 M in assets with minimum initial investment of 100 K. Sierra Core Retirement R is currently producing year-to-date (YTD) return of 6.59% with the current yeild of 3.77%, while the total return for the last 3 years was 13.95%.

Fund Instrument Allocation for Sierra

The fund invests 10.69% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (67.51%), cash(10.71%) and various exotic instruments.
Over 30
Days
0
Out Of
100
 
Less
Than
1
%
 

Sierra Alerts

Sierra generates negative expected return over the last 30 days
The fund has annual holdings turnover of about 234.0% suggesting active trading
Sierra Core Retirement R maintains roughly 10.71% of its assets in cash

Sierra Research Report

Get Sierra research report. Reports are available in pdf format. Click Generate Report to view
  
Generate Report  

Sierra Pair Trading Analysis

Correlation analysis and pair trading evaluation for Sierra and PIMCO Income C
  

Explore Investment Opportunities

Investing ideals could easily outperform a given market if properly optimized

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 333.65 Billion. Sierra adds roughly 686.18 Million in net asset claiming only tiny portion of funds under Multisector Bond category.

Sierra Fundamentals

Equity Positions Weight vs Minimum Initial Investment
Holdings Turnover vs Net Asset
Equity Positions Weight vs Five Year Return
Annual Yield vs Net Asset

Sierra vs Competition

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

Sierra September 30, 2014 Opportunity Range

Information Ratio0.1544
Maximum Drawdown0.5557
Value At Risk(0.47)
Potential Upside0.086

 

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