Sierra Core Profile

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Last 1 Month(s)

Sierra Core Market Sensitivity

As returns on market increase, returns on owning Sierra Core are expected to decrease at a much smaller rate. During bear market, Sierra Core is likely to outperform the market.
One Month Beta |Analyze Sierra Core Retirement Demand Trend
Check current 30 days Sierra Core correlation with market (NYSE)
β = -0.0093
Sierra Core Almost negative betaSierra Core Retirement Beta Legend

Sierra Core Retirement Risk Profiles

Key Fundamentals

Sierra Core Against Markets

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 $22.84 in 30 days

Sierra Core Daily Price Distribution

The median price of Sierra Core for the period between Sat, Aug 27, 2016 and Mon, Sep 26, 2016 is 22.97 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 22.97, 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 455.44 M in assets with minimum initial investment of 100 K. Sierra Core Retirement R is currently producing year-to-date (YTD) return of 4.44% with the current yeild of 2.19%, while the total return for the last 3 years was 13.95%.
NameSierra Core Retirement R
InstrumentUSA Fund
Business Addressc/o Gemini Fund Services, LLC South th Street, Suite Omaha, NE
ExchangeNASDAQ Stock Exchange
SectorSierra Trust
IndustryMultisector Bond
Contact Number866 738 4363
Macroaxis Advice
CurrencyUSD - US Dollar
Sierra Core Alerts
Equity Alerts and Improvement Suggestions
The fund has annual holdings turnover of about 131.0% suggesting active trading
Sierra Core Retirement R maintains roughly 19.81% of its assets in cash
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Pair Trading
Sierra Core Pair Trading Analysis
Correlation analysis and pair trading evaluation for Sierra Core and PIMCO Income A. 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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