Sierra Strategic Income Program

The Sierra Strategic Income Program seeks to generate income, while limiting drawdowns and maintaining prospects for capital appreciation, an approach that has recently been called absolute return. The broad charter uses mutual funds to access income-oriented asset classes such as corporate, foreign and U.S. Treasury bonds, as well as income producing preferred and common stocks. There are no set proportions for the strategy’s allocations, allowing flexibility and active selection of the best opportunities as conditions adjust. The tactical style incorporates integrated risk management with the goal of limiting drawdowns during difficult market episodes.

View Detailed Historical Performance Information ›

Top Holdings

Top Holdings

As of September 30, 2017. Top holdings are subject to change.

Allocations

Allocations

As of September 30, 2017. Allocations are subject to change.

Performance

Growth of $1,000,000 – After Fees

As of September 30, 2017. The performance quoted herein represents past performance. Past performance does not guarantee future results.

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.