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Sierra Tactical All Asset Fund Instl Class: (MF: SIRRX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$22.86 USD
+0.08 (0.35%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
NA
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Sierra Tactical All Asset Instl | SIRRX | NA | NA | 0.00 | 0.00 | 1.25 | 1.46 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Sierra Core Retirement A | SIRAX | 22.92 | 12/20/2007 | 3.03 | 9.21 | 0.11 | 1.81 |
| Sierra Core Retirement I | SIRIX | 22.94 | 12/20/2007 | 3.02 | 9.26 | 0.12 | 1.81 |
| Sierra Core Retirement R | SIRRX | 22.86 | 12/20/2007 | 3.30 | 9.52 | 0.36 | 2.06 |
| Sierra Core Retirement C | SIRCX | 22.94 | 2/5/2010 | 2.28 | 8.41 | -0.63 | 1.05 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Sierra Tactical All Asset Instl | SIRRX | 10000 | 1000 | 0 | Q |
Contact Information
| Family | Sierra |
| Address | 3420 Ocean Park Blvd., Suite 3060 Santa Monica, CA 80405 |
| Phone | 866 738-4363 |