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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1006 | 1072 | 1009 | 1055 | 1193 |
Fund Return | 3.97% | 0.55% | 7.19% | 0.29% | 1.08% | 1.78% |
Place in category | 248 | 242 | 219 | 214 | 192 | 119 |
% in Category | 85 | 84 | 75 | 82 | 82 | 80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sierra Strategic Income R | 1.34B | 0.70 | 1.73 | 2.60 | ||
Sierra Core Retirement R | 550.78M | 1.86 | 2.01 | 2.10 | ||
Sierra Strategic Income I | 26.64M | 4.54 | 0.88 | 2.39 | ||
Sierra Strategic Income Fund Classa | 27.43M | 4.56 | 0.89 | 2.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 26.46B | 0.94 | 2.82 | 2.97 | ||
BlackRock Strategic Income Opps K | 13.73B | 0.94 | 2.91 | - | ||
Navigator Tactical Fixed Income I | 8.02B | 1.01 | 3.85 | 5.12 | ||
PIMCO Mortgage Opportunities Instl | 7.89B | 0.83 | 2.12 | 3.24 | ||
JPMorgan Strategic Income Opps Sel | 7.52B | 0.43 | 3.84 | 2.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Invesco Senior Loan | US46138G5080 | 14.54 | 21.08 | 0.00% | |
PIMCO Income Instl | - | 12.61 | - | - | |
SPDR Blackstone/GSO Senior Loan | US78467V6083 | 12.03 | 41.74 | -0.05% | |
SPDR Barclays High Yield Bond | US78468R6229 | 10.47 | 96.70 | +0.08% | |
iShares Broad USD High Yield Corporate Bond | US46435U8532 | 6.90 | 37.26 | +0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | Strong Buy | BUY | Sell |
Summary | Strong Buy | Neutral | Sell |
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