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Our 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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Fact Sheets

Sierra Tactical Risk Spectrum 30 Fund - Instl Class - Fact Sheet

Sierra Tactical Risk Spectrum 30 Fund, Instl Class, Fact Sheet as of Q1 2024.

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Foundational Product Information

Sierra Tactical Risk Spectrum Fund Series

Sierra's Tactical Risk Spectrum Fund Series is a suite of multi-asset funds targeting three distinct investor risk profiles. It includes the Tactical Risk Spectrum 30 Fund, the Tactical Risk Spectrum 50 Fund, and the Tactical Risk Spectrum 70 Fund. Each Fund employs our disciplined, tactical approach and aims to provide investors a globally diversified portfolio.

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Foundational Product Information

Navigate Through Our Solutions

An all-in-one brochure that covers our core beliefs, investment process, funds, and strategies.

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Foundational Product Information

Sierra Tactical Risk Spectrum 30 Fund Profile Sheet

The two investment objectives of the Sierra Tactical Risk Spectrum 30 Fund are to provide total investment return and to limit volatility and downside risk.

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Fund Docs & Applications

Sierra Mutual Funds Semi-Annual Report (March 31, 2024)

Sierra Mutual Funds semi-annual report through March 31, 2024.

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Fund Docs & Applications

Sierra Tactical Risk Spectrum 30 Fund Summary Prospectus (January 29, 2024)

This Summary Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

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Fund Docs & Applications

Sierra Tactical Risk Spectrum 30 Fund Prospectus (January 29, 2024)

This Prospectus provides important information about the Fund that you should know before investing. Please read it carefully and keep it for future reference.

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Fund Docs & Applications

Sierra Mutual Funds Statement of Additional Information (January 29, 2024)

Effective immediately, please be advised that the name of the Adviser, Wright Fund Management, LLC has been changed to Ocean Park Asset Management, LLC. All disclosures to the contrary in the Prospectus and SAI should be disregarded.

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Fund Docs & Applications

Sierra Mutual Funds Quarterly Holdings Report (December 31, 2023)

The Sierra Mutual Funds Portfolio of Investments (unaudited)

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Fund Docs & Applications

Sierra Mutual Funds Annual Report (September 30, 2023)

This letter covers the 12-month period ended September 30, 2023, the fiscal year for the Sierra Mutual Funds (“Sierra”, or, the “Funds”).

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Fund Docs & Applications

Sierra Mutual Funds Quarterly Holdings Report (June 30, 2023)

The Sierra Mutual Funds Portfolio of Investments (unaudited)

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