Morningstar

Sierra Mutual Funds Mutual Funds

View all of Sierra Mutual Funds’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Sierra Mutual Funds Funds List

Share Class Type

1 to 25 of 29 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Ocean Park Tactical Municipal SpecialSTMYXHigh Yield Muni—3.95%1001.380%HighInstitutional$10,000
Ocean Park Tactical Bond ASTBKXNontraditional Bond6.49%271.920%HighFront Load$10,000
Ocean Park Tactical Bond CSTBDXNontraditional Bond5.92%532.680%HighLevel Load$10,000
Ocean Park Tactical Bond InstlSTBJXNontraditional Bond6.67%221.680%HighInstitutional$10,000
Ocean Park Tactical Bond InvestorSTBNXNontraditional Bond6.38%332.080%Above AverageLevel Load$10,000
Ocean Park Tactical Core Income ASSIZXNontraditional Bond4.86%761.720%Above AverageFront Load$10,000
Ocean Park Tactical Core Income InstlSSIRXNontraditional Bond5.20%701.320%Above AverageInstitutional$10,000
Ocean Park Tactical Core Income InvSSIIXNontraditional Bond4.84%761.720%Below AverageLevel Load$10,000
Ocean Park Tactical Municipal ASTMKXHigh Yield Muni—3.69%1001.690%HighFront Load$10,000
Ocean Park Tactical Municipal InstlSTMEXHigh Yield Muni—3.85%1001.480%HighInstitutional$10,000
Ocean Park Tactical Municipal InvestorSTMNXHigh Yield Muni—3.59%1001.840%HighLevel Load$10,000
Ocean Park Tactical Risk Spectrum 50 ASRFQXModerately Conservative Allocation8.76%591.870%HighFront Load$10,000
Ocean Park Tactical Risk Spectrum 50 InsSRFJXModerately Conservative Allocation8.96%481.620%HighInstitutional$10,000
Ocean Park Tactical Risk Spectrum 50 InvSRFNXModerately Conservative Allocation8.73%602.020%HighLevel Load$10,000
Ocean Park Tactical All Asset ASIRAXTactical Allocation6.84%722.090%Above AverageFront Load$10,000
Ocean Park Tactical All Asset A1SIRZXTactical Allocation6.73%732.240%HighFront Load$10,000
Ocean Park Tactical All Asset CSIRCXTactical Allocation6.26%742.840%Above AverageLevel Load$10,000
Ocean Park Tactical All Asset I1SIRJXTactical Allocation6.77%732.240%Below AverageLevel Load$10,000
Ocean Park Tactical All Asset InstlSIRRXTactical Allocation7.06%711.840%HighInstitutional$100,000
Ocean Park Tactical All Asset InvSIRIXTactical Allocation6.85%722.090%HighNo Load$10,000
Ocean Park Tactical Core Income CSSICXNontraditional Bond4.37%822.320%Above AverageLevel Load$10,000
Ocean Park Tactical Municipal CSTMHXHigh Yield Muni—3.11%1002.450%HighLevel Load$10,000
Ocean Park Tactical Risk Spectrum 50 CSRFKXModerately Conservative Allocation8.13%812.620%HighLevel Load$10,000
Ocean Park Tactical Core Growth InstlSTEJXTactical Allocation—11.32%341.350%AverageInstitutional$10,000
Ocean Park Tactical Core Growth InvestorSTENXTactical Allocation—10.94%361.750%LowLevel Load$10,000

Sierra Mutual Funds Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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