Sierra Tactical Core Income Fund Class A (SSIZX) Research
The Sierra Tactical Core Income Fund Class A aims to generate substantial overall returns, with a significant portion derived from income, while simultaneously working to mitigate market volatility and protect against significant losses. To achieve this, the fund primarily allocates its capital to other investment vehicles, specifically open-end mutual funds and exchange-traded funds (ETFs). This strategy allows for considerable flexibility, as there are no restrictions on the credit quality of the issuers within these underlying funds, potentially including lower-rated "high-yield" or "junk" bonds. Moreover, the fund is not constrained by the capitalization size of companies, the geographical location of assets, or the individual maturity dates of securities held by those underlying funds.
Market snapshot
- Symbol
- SSIZX
- Price
- $19.65
- Day change
- +0.15%
- Market cap
- $1.1B
- 52-week range
- 19.37-20.03
- 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 Class A (SSIZX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.