Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
LoCorr Funds Mutual Funds
View all of LoCorr Funds’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
LoCorr Funds Mutual Funds List
1 to 16 of 16 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| LoCorr Market Trend Fund Class I | LOTIX | Systematic Trend | 23.06% | 1 | 1.810% | High | Institutional | $100,000 | ||
| LoCorr Macro Strategies Fund Class I | LFMIX | Systematic Trend | — | 10.02% | 56 | 1.750% | High | Institutional | $100,000 | |
| LoCorr Market Trend Fund Class A | LOTAX | Systematic Trend | 22.81% | 2 | 2.060% | High | Front Load | $2,500 | ||
| LoCorr Long/Short Commodity Strategies Fund Class I | LCSIX | Systematic Trend | — | 3.81% | 92 | 2.160% | High | Institutional | $100,000 | |
| LoCorr Market Trend Fund Class C | LOTCX | Systematic Trend | 22.11% | 3 | 2.810% | High | Level Load | $2,500 | ||
| LoCorr Macro Strategies Fund Class A | LFMAX | Systematic Trend | — | 9.96% | 57 | 2.000% | Above Average | Front Load | $2,500 | |
| LoCorr Macro Strategies Fund Class C | LFMCX | Systematic Trend | — | 9.07% | 61 | 2.750% | Above Average | Level Load | $2,500 | |
| LoCorr Long/Short Commodity Strategies Fund Class A | LCSAX | Systematic Trend | — | 3.59% | 93 | 2.410% | High | Front Load | $2,500 | |
| LoCorr Long/Short Commodity Strategies Fund ClassC | LCSCX | Systematic Trend | — | 3.04% | 94 | 3.160% | High | Level Load | $2,500 | |
| LoCorr Spectrum Income Fund Class C | LSPCX | Miscellaneous Allocation | — | 3.56% | — | 4.190% | High | Level Load | $2,500 | |
| Locorr Hedged Core Fund Class I | LHEIX | Macro Trading | — | — | 7.04% | 35 | 1.980% | High | Institutional | $100,000 |
| LoCorr Spectrum Income Fund Class I | LSPIX | Miscellaneous Allocation | — | 4.45% | — | 3.190% | High | Institutional | $100,000 | |
| LoCorr Strategic Allocation Fund Class I | LSAIX | Multistrategy | — | 11.96% | 15 | 1.590% | Above Average | Institutional | $100,000 | |
| Locorr Hedged Core Fund Class A | LHEAX | Macro Trading | — | — | 6.84% | 38 | 2.230% | High | Front Load | $2,500 |
| LoCorr Spectrum Income Fund Class A | LSPAX | Miscellaneous Allocation | — | 4.35% | — | 3.440% | High | Front Load | $2,500 | |
| LoCorr Strategic Allocation Fund Class A | LSAAX | Multistrategy | — | 11.67% | 19 | 1.840% | Above Average | Front Load | $2,500 |
LoCorr Funds Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States