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Morningstar

Sierra Mutual Funds Mutual Funds

View all of Sierra Mutual Funds’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Sierra Mutual Funds Funds List

Share Class Type

1 to 25 of 29 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Sierra Tactical Core Income InstlSSIRXNontraditional Bond0.51%731.320%Above AverageInstitutional$10,000
Sierra Tactical Municipal InstitutionalSTMEXHigh Yield Muni—0.67%911.480%HighInstitutional$10,000
Sierra Tactical Municipal SpecialSTMYXHigh Yield Muni—0.73%901.380%HighInstitutional$10,000
Sierra Tactical Bond ASTBKXNontraditional Bond1.43%491.920%HighFront Load$10,000
Sierra Tactical Bond CSTBDXNontraditional Bond1.20%562.680%HighLevel Load$10,000
Sierra Tactical Bond InstlSTBJXNontraditional Bond1.51%481.680%HighInstitutional$10,000
Sierra Tactical Bond InvestorSTBNXNontraditional Bond1.39%512.080%Above AverageLevel Load$10,000
Sierra Tactical Core Income ASSIZXNontraditional Bond0.38%771.720%HighFront Load$10,000
Sierra Tactical Core Income InvSSIIXNontraditional Bond0.33%771.720%Below AverageLevel Load$10,000
Sierra Tactical Municipal ASTMKXHigh Yield Muni—0.63%911.690%HighFront Load$10,000
Sierra Tactical Municipal CSTMHXHigh Yield Muni—0.23%952.450%HighLevel Load$10,000
Sierra Tactical Municipal InvestorSTMNXHigh Yield Muni—0.54%931.840%HighLevel Load$10,000
Sierra Tactical All Asset ASIRAXTactical Allocation2.97%732.090%Above AverageFront Load$10,000
Sierra Tactical All Asset A1SIRZXTactical Allocation2.81%732.240%HighFront Load$10,000
Sierra Tactical All Asset CSIRCXTactical Allocation2.64%752.840%Above AverageLevel Load$10,000
Sierra Tactical All Asset I1SIRJXTactical Allocation2.82%732.240%Below AverageLevel Load$10,000
Sierra Tactical All Asset InstlSIRRXTactical Allocation2.97%691.840%HighInstitutional$100,000
Sierra Tactical All Asset InvSIRIXTactical Allocation2.88%722.090%HighNo Load$10,000
Sierra Tactical Core Income CSSICXNontraditional Bond0.24%782.320%Above AverageLevel Load$10,000
Sierra Tactical Core Growth InstlSTEJXTactical Allocation—6.47%241.350%AverageInstitutional$10,000
Sierra Tactical Core Growth InvestorSTENXTactical Allocation—6.33%271.750%LowLevel Load$10,000
Sierra Tactical Risk Spectrum 30 InstlSRTJXConservative Allocation—2.73%81.660%HighInstitutional$10,000
Sierra Tactical Risk Spectrum 30 InvSRTNXConservative Allocation—2.61%102.060%HighLevel Load$10,000
Sierra Tactical Risk Spectrum 50 ASRFQXModerately Conservative Allocation—4.07%91.870%HighFront Load$10,000
Sierra Tactical Risk Spectrum 50 CSRFKXModerately Conservative Allocation—3.72%122.620%HighLevel Load$10,000

Sierra Mutual Funds Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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