Sierra Tactical Core Income Fund Institutional Class (SSIRX) Research

The Sierra Tactical Core Income Fund strives to generate overall returns, with a considerable portion derived from income, while simultaneously working to minimize market volatility and curb potential losses. The fund allocates its capital primarily to other investment vehicles, specifically open-end mutual funds and exchange-traded funds (ETFs). Notably, it maintains significant flexibility regarding the underlying assets held by these funds, with no predetermined constraints concerning issuer credit quality (including those classified as "high-yield" or "junk bonds"), company market capitalization, geographic location, or the individual maturity periods of the securities within those underlying funds.

Market snapshot

Symbol
SSIRX
Price
$19.55
Day change
+0.15%
Market cap
$1.1B
52-week range
19.27-19.93
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs (BAUAX)
  • BlackRock Dynamic High Income Portfolio (BDHIX)
  • Eaton Vance Enhanced Equity Income Fund II (EOS)
  • American Funds Retirement Income Portfolio - Conservative Class F-1 (FAFWX)
  • First Trust Intermediate Duration Preferred & Income Fund (FPF)
  • T. Rowe Price Dynamic Credit (RPIDX)
  • Royce Total Return Fund Service Class (RYTFX)
  • Salient MLP & Energy Infrastructure Fund, Class A (SMAPX)

Open Sierra Tactical Core Income Fund Institutional Class (SSIRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.