Want to Buy Like Bogle? Here are 7 essential investing lessons from Jack Bogle, the founder of Vanguard: [REPORT] Buy Like Bogle.

Sierra Trust Mutual Funds

This page contains a comprehensive listing of all mutual funds offered by Sierra Trust. The sortable table below contains information about each mutual fund, including fees, performance, and dividend-related metrics.

Sierra Trust Key Information

Number of Mutual Funds Offered
11
Average Expense Ratio
2.22%
Total Assets
$4.26 Billion
Active Since
2007

Sierra Trust Mutual Fund Highlights

Most Popular
SIRAX $417M
in Assets Under Management
Best Performing
SIRRX 1.81%
5-Year Return
Oldest Mutual Fund
SIRAX 12/24/2007
Inception Date
Newest Mutual Fund
SIRZX 06/07/2012
Inception Date

List of Every Mutual Fund Offered by Sierra Trust

Ticker Mutual Fund Assets ($M) Inception Date Sub-category Fund Type
Ticker Mutual Fund Expense Ratio 12b-1 Fees Redemption Fees Front Load Deferred Load Initial Investment Fund Turnover
Ticker Mutual Fund YTD 1-Month 3-Month 6-Month 1-Year 3-Year 5-Year 10-Year
Ticker Mutual Fund 12 Month Yield 30 Day SEC Yield Dividend Frequency Capital Gains Frequency
Ticker Mutual Fund Number of Holdings Number of Long Holdings Number of Short Holdings % Assets in Top 10
Shares
Share This