Sierra Tactical Bond Fund Quote

STBDX Fund  USD 26.20  0.18  0.69%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 20

 
High
 
Low
Low
Sierra Tactical is trading at 26.20 as of the 18th of January 2025; that is 0.69 percent up since the beginning of the trading day. The fund's open price was 26.02. Sierra Tactical has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 29th of January 2023 and ending today, the 18th of January 2025. Click here to learn more.
The fund invests in open-end investment companies and exchange-traded funds that primarily invest in high-yield corporate bonds, also commonly known as junk bonds or long-duration U.S. Treasury securities . Under normal circumstances, the fund invests at least 80 percent of its net assets in underlying bond funds.. More on Sierra Tactical Bond

Moving together with Sierra Mutual Fund

  0.61SRSJX Sierra Tactical RiskPairCorr
  0.74SRTJX Sierra Tactical RiskPairCorr
  0.8SSIIX Sierra Strategic IncomePairCorr
  0.82SSICX Sierra Strategic IncomePairCorr

Sierra Mutual Fund Highlights

Fund ConcentrationSierra Mutual Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Sierra Mutual Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date30th of January 2023
Fiscal Year EndSeptember
Sierra Tactical Bond [STBDX] is traded in USA and was established 18th of January 2025. Sierra Tactical is listed under Sierra Mutual Funds category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Sierra Mutual Funds family. This fund at this time has accumulated 1.83 B in assets with no minimum investment requirementsSierra Tactical Bond is currently producing year-to-date (YTD) return of 0.35% with the current yeild of 0.05%, while the total return for the last 3 years was 2.57%.
Check Sierra Tactical Probability Of Bankruptcy

Instrument Allocation

Top Sierra Tactical Bond Mutual Fund Constituents

JNKSPDR Bloomberg HighEtfHigh Yield Bond
TLTiShares 20 YearEtfLong Government
TIHYXTiaa Cref High Yield FundMutual FundHigh Yield Bond
SPHIXFidelity High IncomeMutual FundHigh Yield Bond
RSIIXRiverpark Strategic IncomeMutual FundHigh Yield Bond
RIMOXCity National RochdaleMutual FundHigh Yield Bond
PHYTXHigh Yield FundMutual FundHigh Yield Bond
PHSIXPimco High YieldMutual FundHigh Yield Bond
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Sierra Tactical Bond Risk Profiles

Sierra Tactical Against Markets

Other Information on Investing in Sierra Mutual Fund

Sierra Tactical 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 Tactical security.
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