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Sierra Tactical All Asset Instl SIRRX

Medalist Rating as of | See Sierra Mutual Funds Investment Hub
  • NAV / 1-Day Return 22.17  /  +0.50 %
  • Total Assets 657.9 Mil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 1.840%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.95%
  • Turnover 267%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:27 AM GMT+0

Morningstar’s Analysis SIRRX

Will SIRRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Sierra Tactical All Asset Instl's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings SIRRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 55.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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