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.
Sierra All Funds Performance Snapshot
Monthly performance analysis booklet for all Sierra Mutual Funds sourced through Morningstar, updated through May 31, 2024.
Rules-Based Process in Motion Snapshot: Sierra Tactical Core Income Fund
Reflects how our truly tactical rules-based investment process reacted due to market movement in the Sierra Tactical Core Income Fund through May 31, 2024.
Rules-Based Investment Process in Motion Synopsis: Funds Through May 31, 2024
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.
Sierra Tactical Core Income Fund: Performance Snapshot
Monthly performance analysis booklet for Sierra Tactical Core Income Fund sourced through Morningstar. Updated through May 31, 2024.
Sierra Tactical Core Income Fund Performance vs. Fixed Income Sectors Ending December 31, 2023
A visual view of the Sierra Tactical Core Income Fund performance against fixed income sectors from 2012 to 2023.
No resources are available for this category.
Navigate Through Our Solutions
An all-in-one brochure that covers our core beliefs, investment process, funds, and strategies.
Tactical Core Income Fund: Risk-on vs. Risk-off
A snapshot of the "risk-on" versus "risk-off" holdings for the Sierra Tactical Core Income Fund, 2012 -2023, as well as the changes in the fund's cash allocation throughout 2023.
No resources are available for this category.