Sierra Trust Mutual Funds List
Here you can find all mutual funds issued by Sierra Trust and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.31%
- Avg. 1 Year Return
- 9.17%
- Avg. 5 Year Return
- 1.42%
- Median Risk/Return Score
- 48 / 100
Sierra Trust Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sierra Tactical All Asset Fund | Tactical Allocation | Dec 23, 2007 | 1.70% | 5.15% | 2.84% | 2.59% | 49 | ||||||||
| Sierra Tactical Municipal Fund | High Yield Muni | Dec 26, 2018 | 0.92% | 1.57% | — | 3.61% | 46 |
Explore top Sierra Trust Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Sierra Trust Mutual funds by Risk/Return Score
The top Sierra Trust Mutual funds by PortfoliosLab Risk/Return Score are SIRIX (49) and STMYX (46).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Sierra Tactical All Asset Fund | 49 | — | Dec 2007 | |
| Sierra Tactical Municipal Fund | 46 | — | Dec 2018 |
Best-Performing Sierra Trust Mutual funds Over 5 Years
The top Sierra Trust Mutual funds is SIRIX (1.93%).
Across the lineup, Sierra Trust Mutual funds show an average 1-year return of 9.17% and an average 5-year return of 1.42%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Sierra Tactical All Asset Fund | 1.93% | — | Dec 2007 | |
| Sierra Tactical Municipal Fund | 0.91% | — | Dec 2018 |
Lowest-Cost Sierra Trust Mutual funds
The top Sierra Trust Mutual funds is STMYX (0.92%).
With an average expense ratio of 1.31%, Sierra Trust Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Sierra Tactical Municipal Fund | 0.92% | — | Dec 2018 | |
| Sierra Tactical All Asset Fund | 1.70% | — | Dec 2007 |
Highest-Yield Sierra Trust Mutual funds
The top Sierra Trust Mutual funds is STMYX (3.61%).
Across the lineup, Sierra Trust Mutual funds show an average dividend yield of 3.10%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Sierra Tactical Municipal Fund | 3.61% | — | Dec 2018 | |
| Sierra Tactical All Asset Fund | 2.59% | — | Dec 2007 |
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