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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1004 | 1097 | 1019 | 1096 | 1304 |
Fund Return | 3.57% | 0.44% | 9.73% | 0.62% | 1.84% | 2.69% |
Place in category | 246 | 243 | 171 | 188 | 152 | 67 |
% in Category | 84 | 82 | 60 | 73 | 65 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sierra Core Retirement R | 557.81M | 5.50 | 0.57 | 2.17 | ||
Sierra Strategic Income C | 92.31M | -0.05 | -1.16 | 1.84 | ||
Sierra Strategic Income I | 29.26M | 0.05 | -0.56 | 2.45 | ||
Sierra Strategic Income Fund Classa | 28.6M | 0.05 | -0.56 | 2.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 25.57B | 4.47 | 1.84 | 2.95 | ||
BlackRock Strategic Income Opps K | 12.65B | 4.54 | 1.93 | - | ||
PIMCO Mortgage Opportunities Instl | 7.62B | 4.87 | 1.53 | 3.18 | ||
Navigator Tactical Fixed Income I | 7.69B | 6.68 | 2.74 | 4.89 | ||
JPMorgan Strategic Income Opps Sel | 7.37B | 4.31 | 3.31 | 2.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PIMCO Income Instl | - | 12.40 | - | - | |
iShares 20+ Year Treasury Bond | US4642874329 | 11.23 | 89.80 | -0.95% | |
SPDR Barclays High Yield Bond | US78468R6229 | 10.32 | 96.61 | +0.07% | |
PIMCO Total Return Instl | - | 9.19 | - | - | |
Nuveen High Yield Municipal Bond I | - | 6.62 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Neutral | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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