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SIRZX Mutual Fund Price & Analysis

The Sierra Tactical All Asset Fund - Class A1 (SIRZX) is a mutual fund that aims to provide investors with a diversified portfolio of assets, including stocks, bonds, and alternative investments. This fund is managed by Sierra Mutual Funds and is designed to be a tactical allocation strategy, meaning that the fund's managers actively adjust the portfolio's asset allocation based on market conditions. The Class A1 shares of this fund have a lower expense ratio compared to other share classes, making it an attractive option for investors looking for a cost-effective way to access a diverse range of assets.

SIRZX Mutual Fund Chart & Stats

Top 10 Holdings

Name
Weight %
PIMIX
Pimco Fds
10.23%
Vanguard FTSE Developed Markets ETF
6.87%
PTTRX
Pimco Fds Pacific Invt Mgmt Ser
6.51%
PIGIX
Pimco Fds Pacific Invt Mgmt Ser
5.53%
SWPPX
Schwab Capital Tst
5.39%
BSIIX
Blackrock Funds V
4.98%
SPDR Bloomberg High Yield Bond ETF
4.78%
PFORX
Pimco Fds Pacific Invt Mgmt Ser
4.75%
WisdomTree India Earnings Fund
4.30%
SPDR Blackstone Senior Loan ETF
3.90%
Total57.24%

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