Resources Archive - Sierra Mutual Funds

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.

Allocation and Performance Reports

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Sierra-Mutual-Funds-All-Fund-Performance-Snapshot-Ending-05.31.2024

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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.

Client-Ready Materials

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Fact Sheets

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Sierra Tactical All Asset Fund - Class A & C - Fact Sheet	Download
Sierra Tactical All Asset Fund - Instl Class - Fact Sheet	Download

Foundational Product Information

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Navigate Through Our Solutions

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Navigate Through Our Solutions

Foundational Product Information

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

Applications

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Webcasts & Videos

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