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Sierra Core
RETIREMENT FUND

The Sierra Core Retirement Fund is a low-volatility, highly diversified mutual fund that is best suited for investors with a conservative risk tolerance and/or in or approaching retirement.

The primary focus of the Fund is to mitigate overall volatility while producing total investment returns consistent with a conservative allocation.

This may be achieved by employing an unusually broad diversification across investment categories and also by limiting downside risk, thanks to a strict sell discipline and extensive diversification. The portfolio is spread across a wide variety of asset classes including corporate credit, alternative strategies, sovereign debt, commodities, currencies and global stocks.

On a daily basis, the price movements of all portfolio holdings are monitored and measured versus their normal fluctuations. The risk tolerance of any specific investment is subject to strict measures of historical volatility. Deviations outside of defined bands of risk result in an exit from the investment and into more defensive alternatives.

Managers seek to outperform the Morningstar Conservative Allocation Category Average; recently re-named Allocation - 30% to 50% Equity.

 

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Morningstar Conservative Allocation Category Average, recently re-named Allocation - 30% to 50% Equity, is comprised of portfolios which seek to provide both capital appreciation and income by investing in multiple asset classes including stocks, bonds, and cash. These portfolios are dominated by domestic holdings and have equity exposures between 30% and 50%. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.

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Sierra Strategic
INCOME FUND

The Sierra Strategic Income Fund is a highly diversified mutual fund best suited for conservative investors who seek to preserve capital. 

The primary focus of the Fund is to preserve capital while producing total investment returns in excess of a broad, market-weighted bond index. 

This may be achieved by employing an unusually broad diversification across investment categories and also by preserving capital, thanks to a strict sell discipline and extensive diversification.

The portfolio is spread across a wide variety of asset classes including government bonds, corporate credit, sovereign debt, and global stocks.

On a daily basis, the price movements of all portfolio holdings are monitored and measured versus their normal fluctuations. The risk tolerance of any specific investment is subject to strict measures of historical volatility. Deviations outside of defined bands of risk result in an exit from the investment and into more defensive alternatives. 

Managers seek to outperform the Barclay’s Capital Aggregate Bond index. 

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The Barclays Capital U.S. Aggregate Bond Index, formerly known as the Lehman Aggregate Bond Index, and is a broad-based index maintained by Barclays Capital that is often used to represent investment-grade bonds traded in the United States. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.

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SIERRA

If you have additional questions or are looking for more specific information, we would be happy to speak with you directly.

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