Sierra Core Retirement Fund

Scorecard
1 / 5 Stars
Lipper
1 1 5 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
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TheStreet.com
D (Sell)

U.S. News evaluated 82 Multisector Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 0.63 percent over the past year, 2.70 percent over the past three years, and 9.64 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.4%
1 Year 0.6%
3 Years (Annualized) 2.7%
5 Years (Annualized) 9.6%
10 Years (Annualized) N/A

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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.

Fees

Fees are Above Average compared to funds in the same category.
Sierra Core Retirement Fund has an expense ratio of 1.68 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Sierra Trust Funds