Sierra Strategic is trading at 20.02 as of the 27th of February 2026; that is 0.25 percent down since the beginning of the trading day. The fund's open price was 20.07. Sierra Strategic has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. The performance scores are derived for the period starting the 29th of November 2025 and ending today, the 27th of February 2026. Click here to learn more.
The adviser seeks to achieve the funds investment objectives by investing primarily in underlying funds that in turn invest in a wide variety of fixed-income instruments of any maturity, including domestic and foreign bonds, some of which are hedged against currency risk, funds that are designed to have returns that are inverse to the 10-year U.S. More on Sierra Strategic Income
Sierra Strategic Income [SSIIX] is traded in USA and was established 27th of February 2026. Sierra Strategic is listed under Ocean Park Asset Management, LLC category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Ocean Park Asset Management, LLC family. This fund at this time has accumulated 1.14 B in assets with no minimum investment requirementsSierra Strategic Income is currently producing year-to-date (YTD) return of 1.6% with the current yeild of 0.04%, while the total return for the last 3 years was 4.15%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sierra Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sierra Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sierra Strategic Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
The fund maintains about 85.53% of assets in cash. Sierra Strategic Income last dividend was 0.04 per share. Large To find out more about Sierra Strategic Income contact the company at 866-738-4363.
Sierra Strategic Income Investment Alerts
The fund maintains about 85.53% of its assets in cash
Top Sierra Strategic Income Mutual Fund Constituents
Sierra Strategic issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Sierra Strategic Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Sierra bonds can be classified according to their maturity, which is the date when Sierra Strategic Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Sierra Strategic intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Sierra Strategic mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Sierra Strategic's time-series forecasting models are one of many Sierra Strategic's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Sierra Strategic's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Other Information on Investing in Sierra Mutual Fund
Sierra Strategic financial ratios help investors to determine whether Sierra Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sierra with respect to the benefits of owning Sierra Strategic security.