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SIRZX
Sierra Tactical All Asset Fund - Class A1
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

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.
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SIRZX Mutual Fund Chart & Stats

Previous Close$22.87
Sub-CategoryTactical Allocation
Total Liabilities721.87K
Last Dividend Ex-Date
Dec 30, 2024
Expense Ratio2.24%
Holding Count66
Brandnorthern lights fund trust
Dividend Yield
 (2.68%)
CategoryAlternative
Total Assets622.53M
Shares OutstandingN/A
52-Week Range$22.07 - $24.30

SIRZX Mutual Fund News

ESSA Pharma Reports Q1 Loss, Explores Strategic Options
PremiumCompany Announcements
ESSA Pharma Reports Q1 Loss, Explores Strategic Options
12d ago
EPI
EPIX
Unusually active option classes on open October 4th
PremiumThe Fly
Unusually active option classes on open October 4th
5M ago
KOS
NGD
PremiumCompany Announcements
ESSA Pharma Advances Prostate Cancer Clinical Trials
7M ago
EPI
EPIX
Unusually active option classes on open August 1st
PremiumThe Fly
Unusually active option classes on open August 1st
7M ago
BBD
BTU

Top 10 Holdings

Name
Weight %
PIMIX
Pimco Fds
10.82%
TLT
iShares 20+ Year Treasury Bond ETF
10.16%
PTTRX
Pimco Fds Pacific Invt Mgmt Ser
9.94%
PIGIX
Pimco Fds Pacific Invt Mgmt Ser
5.91%
SWPPX
Schwab Capital Trust
5.77%
BSIIX
Blackrock Funds V
5.26%
JNK
SPDR Bloomberg High Yield Bond ETF
5.02%
PFORX
Pimco Fds Pacific Invt Mgmt Ser
4.73%
SPHY
SPDR Portfolio High Yield Bond ETF
3.03%
EPI
WisdomTree India Earnings Fund
2.85%
Total63.48%
Go to Holdings >

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