Resources
Our relationship with you is built on trust and transparency. With an aim of keeping you thoroughly informed, we offer valuable information about our funds and more, below. Access our fact sheets, prospectuses, performance reports, and materials for use with clients.
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Sierra All Funds Performance Snapshot
Allocation / Performance Reports
Monthly performance analysis booklet for all Sierra Mutual Funds sourced through Morningstar, updated through May 31, 2024.
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Rules-Based Investment Process in Motion Synopsis: Funds Through May 31, 2024
Allocation / Performance Reports
Reflects how our truly tactical, rules-based investment process reacted with regard to the Sierra Mutual Funds due to market movement over the past 18 months up through May 31, 2024.
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Sierra Tactical Municipal Fund: Performance Snapshot
Allocation / Performance Reports
Monthly performance analysis booklet for the Sierra Tactical Municipal Fund sourced through Morningstar, updated through May 31, 2024
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