Nasdaq - Delayed Quote USD

LoCorr Long/Short Commodity Strats A (LCSAX)

9.71 -0.01 (-0.10%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 9.72
  • YTD Return 0.94%
  • Expense Ratio 2.18%
  • Category Systematic Trend
  • Last Cap Gain -1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 915.29M
  • Beta (5Y Monthly) 0.06
  • Yield 1.64%
  • 5y Average Return --
  • Holdings Turnover 64.00%
  • Last Dividend 0.16
  • Inception Date Dec 30, 2011

The fund seeks to achieve its investment objectives by allocating its assets using two principal strategies: "Commodities" Strategy and "Fixed Income" Strategy. The Commodities strategy is designed to produce capital appreciation by capturing returns related to the commodities markets. The Fixed Income strategy is designed to generate interest income and preserve principal by investing primarily in investment grade securities.

LoCorr Funds

Fund Family

Systematic Trend

Fund Category

915.29M

Net Assets

2011-12-30

Inception Date

Performance Overview: LCSAX

Trailing returns as of 4/17/2024. Category is Systematic Trend.

YTD Return

LCSAX
0.94%
Category
6.19%
 

1-Year Return

LCSAX
0.89%
Category
11.75%
 

3-Year Return

LCSAX
5.18%
Category
3.74%
 

5-Year Return

LCSAX
4.05%
Category
0.99%
 

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