The fund is a fund of funds. The Adviser seeks to achieve the funds investment objective by investing in a combination of unaffiliated mutual funds and exchange traded funds , . Under normal market conditions, the funds target exposure over a three-year period to equity securities, of any market capitalization, through the underlying funds will average between 30-50 percent of the funds assets. It falls under the Allocation--30% to 50% Equity category.
Performance
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Odds Of Distress
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Sierra Tactical currently maintains a market price of $24.63, with performance measured at 0.24% up on the day. Sierra Tactical currently reflects 22% projected probability of financial distress, aligning with a moderate probability. Sierra Tactical has produced modest risk-adjusted performance over the past 90 trading days, reflecting soft risk-adjusted results. The performance scores are calculated from December 18, 2025 through March 18, 2026. Learn more.
Sierra Tactical Risk [SRFNX] is traded in USA. The fund is listed under the Allocation--30% to 50% Equity category and is part of the Sierra Mutual Funds family. Sierra Tactical Risk at this time has accumulated 373.37 M in assets with no minimum investment requirements. Sierra Tactical financial stability analysis
A broad sector allocation in Sierra Mutual Fund enhances the probability of achieving positive outcomes while limiting the impact of sector-specific downturns. As sector coverage widens, the expected risk and expected return of holding Sierra Mutual Fund both tend to decrease.
For institutional sector tilting, Sierra Tactical Risk Mutual Fund is a cost-effective alternative to custom portfolio management. Sector ETF diversification offers a practical investment strategy. Still, portfolio discipline requires limiting any one sector to 20% of equity exposure.
The fund maintains about 97.38% of assets in cash. Sierra Tactical Risk's last dividend was $0.09 per share. Sierra Tactical Risk posted $164.5 million in Total Assets and $373.4 million in Net Assets for the reported period.
Investor Insights and Alerts
Investor notes and alerts for Sierra Tactical Risk are most useful when volatility is rising and the market is forcing investors to validate the position quickly. The strongest alert framework is one that makes risk easier to acknowledge before the market fully reprices it.
The fund maintains about 97.38% of its assets in cash
Predictive Daily Indicators
Daily signals in Sierra Tactical Risk help active traders track momentum, reversals, and volume pressure during the session. Used carefully, they can improve execution without tempting investors to overtrade every small swing.
Forecasting applied to Sierra Tactical Risk learns from price structure, volatility patterns, and trend strength rather than commentary alone. These models describe patterns, not guarantees. The real test is whether market conditions have changed enough to break the old pattern.
The fund overview for Sierra Tactical summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to Sierra Mutual Funds, Large Blend Funds. The current allocation is approximately 1.0% equities and 97.0% cash. It is classified under Allocation--30% to 50% Equity within the Sierra Mutual Funds family.
Methodology
Unless otherwise specified, data for Sierra Tactical Risk is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Sierra Tactical Risk market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: We primarily rely on public fund disclosures, holdings reports, and market data feeds, including disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data is normalized for analytical consistency across reporting formats. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Sierra Tactical Risk may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.