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Morningstar

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 Funds List

Share Class Type

1 to 15 of 15 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
LoCorr Long/Short Commodity Strats ALCSAXSystematic Trend0.31%972.360%HighFront Load$2,500
LoCorr Long/Short Commodity Strats ILCSIXSystematic Trend0.51%932.110%HighInstitutional$100,000
LoCorr Macro Strategies ILFMIXSystematic Trend9.02%331.890%HighInstitutional$100,000
LoCorr Market Trend ALOTAXSystematic Trend15.15%62.000%Above AverageFront Load$2,500
LoCorr Market Trend CLOTCXSystematic Trend14.19%152.750%Above AverageLevel Load$2,500
LoCorr Market Trend ILOTIXSystematic Trend14.44%51.750%Above AverageInstitutional$100,000
LoCorr Long/Short Commodity Strats CLCSCXSystematic Trend0.11%1003.110%HighLevel Load$2,500
LoCorr Macro Strategies ALFMAXSystematic Trend8.93%312.140%HighFront Load$2,500
LoCorr Macro Strategies CLFMCXSystematic Trend8.63%362.890%HighLevel Load$2,500
LoCorr Dynamic Opportunity ALEQAXLong-Short Equity−0.18%902.240%HighFront Load$2,500
LoCorr Dynamic Opportunity CLEQCXLong-Short Equity—922.990%HighLevel Load$2,500
LoCorr Dynamic Opportunity ILEQIXLong-Short Equity0.26%901.990%HighInstitutional$100,000
LoCorr Spectrum Income ALSPAXAggressive Allocation4.81%533.160%HighFront Load$2,500
LoCorr Spectrum Income CLSPCXAggressive Allocation4.07%643.910%HighLevel Load$2,500
LoCorr Spectrum Income ILSPIXAggressive Allocation4.74%592.910%HighInstitutional$100,000

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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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