Mutual Funds

Sierra Funds

Exchange Hours Website
9:30 - 15:59 ET sierramutualfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
SIERRA TACTICAL ALL ASSET I SIRIX USD 10,000 USD 10,000 Balanced N/A INVESTOR CLASS Yes
SIERRA TACTICAL ALL ASSET R SIRRX USD 10,000 USD 10,000 Balanced N/A INSTITUTIONAL CLASS Yes
SIERRA TACTICAL ALL ASSET C SIRCX USD 10,000 USD 10,000 Balanced N/A C Yes
SIERRA TACTICAL ALL ASSET I1 SIRJX USD 10,000 USD 10,000 Balanced N/A I1 Yes
SIERRA TACTICAL CORE INCOME FUND CLASS A SSIZX USD 10,000 USD 10,000 Bond N/A A Yes
SIERRA TACTICAL CORE INCOME FUND CLASS C SSICX USD 10,000 USD 10,000 Bond N/A C Yes
SIERRA TACTICAL CORE INCOME FUND CLASS I SSIIX USD 10,000 USD 10,000 Bond N/A INVESTOR CLASS Yes
SIERRA TACTICAL CORE INCOME FUND CLASS R SSIRX USD 10,000 USD 10,000 Bond N/A INSTITUTIONAL CLASS Yes
SIERRA TACTICAL MUNICIPAL FUND INVESTOR STMEX USD 10,000 USD 10,000 N/A N/A INSTITUTIONAL CLASS Yes
SIERRA TACTICAL MUNICIPAL FUND STMHX USD 10,000 USD 10,000 N/A N/A C Yes
SIERRA TACTICAL BOND C STBDX USD 10,000 USD 10,000 N/A N/A C Yes
SIERRA TACTICAL BOND INSTL STBJX USD 10,000 USD 10,000 N/A N/A INSTITUTIONAL CLASS Yes
SIERRA TACTICAL BOND INVESTOR STBNX USD 10,000 USD 10,000 N/A N/A INVESTOR CLASS Yes
SIERRA TACTICAL RISK SPECTRUM 50 FUND SRFJX USD 10,000 USD 10,000 N/A N/A INSTITUTIONAL CLASS Yes
SIERRA TACTICAL RISK SPECTRUM 50 FUND SRFNX USD 10,000 USD 10,000 N/A N/A INVESTOR CLASS Yes

Notes:

  1. Advisor minimums may be lower.