Thank you for your interest in the Sierra Mutual Funds.
The Sierra Mutual Funds are managed by Wright Fund Management, LLC (WFM), one of the Sierra group of companies. Founded in 1987 and headquartered in Santa Monica, California, Sierra and affiliates presently manage over $1.7 billion in assets for retirees and other conservative clients.
Since inception, we at Sierra have focused on the goals, needs and concerns of retirees and other conservative investors, and the strategies we use in our mutual funds as well as our private managed accounts have been specifically designed to serve those goals. Our twin goals are to limit downside risk, and to provide satisfying returns on average over a market cycle – a combination that the investment community has labeled “absolute return” in recent years.
At Sierra, we take the view that we cannot manage returns – the stock, bond, currency and commodity markets fluctuate significantly and unpredictably – but we can manage downside risk. And we believe that our first priority is to attempt to keep our clients out of trouble, for both our mutual funds and our managed separate accounts. Accordingly, we apply an integrated, well proven set of risk-management disciplines to limit the impact of adverse market episodes on our managed accounts and our mutual funds.
  1. The Sierra Core Retirement Fund commenced operations in December 2007, and is managed in the same “core” absolute-return style that we have applied to the majority of our private managed accounts since 1993.
  2. The Sierra Strategic Income Fund commenced operations in December 2011, and is designed to have somewhat lower volatility and downside risk than the Core Fund, while still being managed in a tactical style with absolute return goals.
Details of the investment strategies, goals and risks of the Sierra Core Retirement Fund and the Sierra Strategic Income Fund are set forth in their respective Prospectuses, which can be found on other pages of this website. Please review the relevant Prospectus carefully before investing. You can also view and download the Statements of Additional Information and account applications.
If you would like information, please refer to the Contact Us tab at the top of this page.
Investors should carefully consider the investment objectives, risks, charges, and expenses of the Sierra Mutual Funds. This and other information about the Fund is contained in the prospectus and should be read carefully before investing. The prospectus can be obtained by clicking here or by calling toll free 1-866-738-4363 (1-866-RETI-FND). The Sierra Mutual Funds are distributed by Northern Lights Distributors, LLC, member FINRA. Wright Fund Management, LLC is not affiliated with Northern Lights Distributors, LLC.