SIRIX : Sierra Tactical All Asset Fund Investor Class

SIRIX is a Bond Market Total US Bond Market with HIGH fees.

SIRIX

Sierra Tactical All Asset Fund Investor Class

FI Score

31 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

31% FI Score
  • sirix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Sierra Tactical All Asset Fund Investor Class

Expenses: 1.74% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks to provide long-term total return (the combination of yield and net price gains from the underlying funds) and to limit volatility and downside risk. The fund is a "fund of funds". The Adviser seeks to achieve the fund's investment objectives by investing in (1) open-end investment companies (mutual funds), (2) exchange-traded funds ("ETFs"), and (3) closed-end investment companies using the Adviser's multi-asset diversification strategy. The Adviser constructs the fund's broadly-diversified investment portfolio by investing at various times in a wide range of underlying funds that invest in various security and investment categories.

Largest Holdings

Amount Holding
15.13% iShares 7-10 Year Treasury Bond ETF
11.25% iShares National Muni Bond ETF
10.13% iShares 20+ Year Treasury Bond ETF
5.01% iShares Core US Aggregate Bond ETF
4.97% JPMorgan Intermediate Tax Free Bond I
4.95% Franklin CA Tax Free Income Adv
4.01% Merger Investor
2.97% Abbey Capital Futures Strategy I
2.05% iShares MBS ETF
1.98% Arbitrage I
1.68% LoCorr Long/Short Commodity Strats I
0.97% Fulcrum Diversified Abslt Ret Spr Instl

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