Sierra Tactical All Asset Inv earns a Morningstar Quantitative Rating of Negative on the basis of subpar People and Parent Pillar ratings. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 22.24 / 0.13 %
- Total Assets 871.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 2.470%
- Distribution Fee Level High
- Share Class Type No Load
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 1.59%
- Turnover 542%
Morningstar’s Analysis SIRIX
Will SIRIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.