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    Sierra Core Retirement I (SIRIX)

    23.58 Down 0.03(0.13%) Apr 17
    Prev Close:23.61
    YTD Return*:1.92%
    Net Assets*:575.73M
    Yield*:2.27%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for SIRIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    PIMCO Long-Term Credit Institutional8.31N/A
    MainStay High Yield Municipal Bond I7.48N/A
    PIMCO Foreign Bond (USD-Hedged) I7.08N/A
    Loomis Sayles Core Plus Bond Y6.88N/A
    Western Asset Managed Municipals I6.69N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:575.73M
    Category:Multisector Bond
    Annual Report Expense Ratio (net):1.69%

    Performance & Risk

    YTD Return:1.92%
    5y Avg Return:3.83%
    Rank in Category (ytd):23
    % Rank in Category (ytd):7.19%
    Beta (3y):0.87
    Morningstar Risk Rating:2

    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. View More
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