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SIRZX
Sierra Tactical All Asset Fund - Class A1
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SIRZX Mutual Fund Price & Analysis

The Sierra Tactical All Asset Fund - Class A1 (SIRZX) is a mutual fund that aims to provide investors with a diversified portfolio of assets, including stocks, bonds, and alternative investments. This fund is managed by Sierra Mutual Funds and is designed to be a tactical allocation strategy, meaning that the fund's managers actively adjust the portfolio's asset allocation based on market conditions. The Class A1 shares of this fund have a lower expense ratio compared to other share classes, making it an attractive option for investors looking for a cost-effective way to access a diverse range of assets.
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SIRZX Mutual Fund Chart & Stats

Previous Close$22.06
Sub-CategoryTactical Allocation
Total Liabilities780.51K
Last Dividend Ex-Date
Mar 28, 2025
Expense Ratio2.41%
Holding Count68
Brandnorthern lights fund trust
Dividend Yield
 (2.99%)
CategoryAlternative
Total Assets595.36M
Shares OutstandingN/A
52-Week Range$22.06 - $24.30

SIRZX Mutual Fund News

Goldman Sachs Warns of “Extreme Scenario” in U.S.-China Financial Breakdown
PremiumMarket News
Goldman Sachs Warns of “Extreme Scenario” in U.S.-China Financial Breakdown
1d ago
GS
IVV
VOO ETF News, 4/17/2025
PremiumMarket News
VOO ETF News, 4/17/2025
1d ago
ED
AWK
VOO ETF News, 4/15/2025
PremiumMarket News
VOO ETF News, 4/15/2025
4d ago
ED
AWK
Benchmark S&P 500 Index on Verge of Forming ‘Death Cross’
PremiumMarket News
Benchmark S&P 500 Index on Verge of Forming ‘Death Cross’
4d ago
QQQ
SPY

Top 10 Holdings

Name
Weight %
BKLN
Invesco Senior Loan ETF
11.28%
PIMIX
Pimco Fds
11.20%
SRLN
SPDR Blackstone Senior Loan ETF
9.05%
SWPPX
Schwab Capital Trust
6.47%
SPHY
SPDR Portfolio High Yield Bond ETF
5.13%
JNK
SPDR Bloomberg High Yield Bond ETF
5.12%
PFORX
Pimco Fds Pacific Invt Mgmt Ser
5.00%
VOO
Vanguard S&P 500 ETF
4.80%
VUG
Vanguard Growth ETF
3.67%
VBK
Vanguard Small-Cap Growth ETF
3.03%
Total64.75%
Go to Holdings >

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