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LoCorr Macro Strategies Fund Class I (LFMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.14+0.04 (+0.44%)
At close: 8:00PM EDT
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Previous Close9.10
YTD Return4.96%
Expense Ratio (net)1.93%
CategorySystematic Trend
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingBelow Average
Sustainability RatingN/A
Net Assets1.33B
Beta (5Y Monthly)0.15
Yield4.45%
5y Average ReturnN/A
Holdings Turnover56.00%
Last Dividend0.41
Average for CategoryN/A
Inception DateMar 24, 2011
  • GlobeNewswire

    LoCorr’s Macro Strategies Fund Reaches $1 Billion in Total Assets

    As our flagship fund, the LoCorr Macro Strategies Fund (“the Fund”) is not only the largest fund in our suite of low correlating solutions, but the fastest growing fund with the highest net flows in its Morningstar Managed Futures category over the past 12-month period ending 5/31/2020. Since inception in 2011, the Fund has delivered strong risk-adjusted returns and has outperformed both its benchmark and the Morningstar Managed Futures Category, as of 5/31/2020. Based on risk adjusted returns for the same period, the Fund (Class I) has ranked as a Morningstar 5-Star Fund in the Managed Futures Category for the overall and 5-year periods and a 4-star rating for the 3-year time period out of 87, 87 and 72 funds.