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Morningstar

Sierra Tactical Core Growth Instl STEJX

Morningstar Medalist Rating
Medalist Rating as of | See Sierra Mutual Funds Investment Hub
  • NAV / 1-Day Return 28.10  /  +0.79 %
  • Total Assets 3.3 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of Jun 01, 2024 | 1-Day Return as of Jun 01, 2024, 1:34 AM GMT+0

Morningstar’s Analysis STEJX

Will STEJX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable STEJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the STEJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of STEJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Sierra Tactical Core Growth 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

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STEJX

More STEJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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