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 Risk Spectrum 50 Fund
Reflects how our truly tactical rules-based investment process reacted due to market movement in the Sierra Tactical Risk Spectrum 50 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.
No resources are available for this category.
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.
Navigate Through Our Solutions
An all-in-one brochure that covers our core beliefs, investment process, funds, and strategies.
Sierra Tactical Risk Spectrum 50 Fund Profile Sheet
The two investment objectives of the Sierra Tactical Risk Spectrum 50 Fund are to provide total investment return and to limit volatility and downside risk.
No resources are available for this category.