Sierra Strategic Income Program

Sierra Strategic Income Program Goals

The Sierra Strategic Income Program was established to provide total return and current income.

Income-oriented asset classes provide a significant part of the program’s total return including high grade and high yield corporate bonds, U.S. government bonds, floating rate instruments, municipal bonds and emerging market bonds. This program may also invest in preferred stock and REIT mutual funds. The Strategic Income Program will not hold common stock funds.

The overall asset allocation and specific holdings may be changed at any time by the management team.

Sierra Strategic Income Program Chart

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The benchmark for the Sierra Strategic Income Program is the Bloomberg Barclays U.S. Aggregate Bond Index, which is a broad-based flagship benchmark that measures the investment grade, US dollar-denominated, fixed-rate taxable bond market.

It is not our goal to equal or exceed the stock market averages.