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Benchmark  United States  NYSE  10,768   164.309 Index Moved Up 1.55%  

Collecting data for SIRRX

Sierra Core Retirement R Sierra Core Retirement R




Last 1 Month(s)
5 Days Price Trend
Highest Price  
Lowest Price  
November 28, 2014 
November 20, 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
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 Asset620.82 M
Last Dividend Paid0.12
 United States Nasdaq   1.70 % Macroaxis: change 1.7 Moved Up  
 United States SP 500   1.63 % Macroaxis: change 1.63 Moved Up  
 United States NYSE   1.55 % Macroaxis: change 1.55 Moved Up  
 United States Russel   1.11 % Macroaxis: change 1.11 Moved Up  
 thisGreen SIRRX SIRRX agains markets  0.04 % Macroaxis: 0.04 Moved Up  
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 enhance returns of your portfolios. The fund experiences normal upward fluctuation. Check odds of Sierra to be traded at $24.23 in 30 days

Sierra Price and Market Media

The median price of Sierra for the period between Tue, Nov 18, 2014 and Thu, Dec 18, 2014 is 23.15 with a coefficient of variation of 0.18. The daily time series for the period is distributed with a sample standard deviation of 0.04, arithmetic mean of 23.14, and mean deviation of 0.04. 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 620.82 M in assets with minimum initial investment of 100 K. Sierra Core Retirement R is currently producing year-to-date (YTD) return of 5.53% with the current yeild of 4.33%, while the total return for the last 3 years was 13.95%.

Fund Instrument Allocation for Sierra

The fund invests 10.97% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (63.25%), cash(18.74%) and various exotic instruments.
Change Benchmark  Embed   Instrument Type 
Over 30
Out Of

Sierra Alerts

Sierra generates negative expected return over the last 30 days
The fund maintains about 18.74% of its assets in cash

Sierra Research Report

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

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

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 350.73 Billion. Sierra adds roughly 620.82 Million in net asset claiming only tiny portion of funds under Multisector Bond category.

Sierra Fundamentals

Sierra vs Competition

Sierra December 18, 2014 Opportunity Range



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