LoCorr Market Trend Fund (LOTIX.O)

At A Glance

You hold LOTIX.O in 0 portfolios

Net Asset Value

15.12USD

 -0.21 -1.37%

07/05/2022

Category
Sector Equity
YTD Return (Cumulative)
 32.05%
Classification
Alt Mgd Futures
5 Year Return (Annualized)
 7.79%
Lipper Index
Lipper Alt Mgd Fut Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since June, 2014 »

 LOTIX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyLoCorr Funds
Inception Date06/30/2014
Portfolio Turnover110%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
LoCorr Funds
C/O US Bancorp Fund Services LLC
Milwaukee, WI 53202

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio1.77%
Max 12b-1 Fee Ratio--
Early Redemption Fee1.00%
Initial Investment$100,000
Subsequent Investments$500
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks capital appreciation in rising and falling equity markets while managing volatility as a secondary objective. The Fund allocate 25% of its assets to Market Trend strategy and 75% of its assets to Fixed Income strategy. However, as market conditions change the portion allocated may be higher or lower.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
79
Consistent Return
 
79
Capital Preservation
 
12373
Low Expense
 
40
Tax Efficiency (U.S. only)
 
79

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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