Advertisement
Skip to Content

Sierra Tactical All Asset Inv SIRIX

Quantitative rating as of
  • NAV / 1-Day Return 22.24  /  0.13 %
  • Total Assets 871.7 Mil
  • Adj. Expense Ratio
    1.700%
  • 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.

Summary

|

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.

Unlock our full analysis with Morningstar Investor