LFMIX – LoCorr Macro Strategies I Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation in rising and falling equity markets with managing volatility as a secondary objective. The fund seeks to achieve its investment objectives by allocating its assets using two principal strategies: "Managed Futures" Strategy and "Fixed Income" Strategy. The Managed Futures strategy is designed to produce capital appreciation by capturing returns related to the commodity and financial markets. The Fixed Income strategy is designed to generate interest income and preserve principal by investing primarily in investment grade securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LFMIX	LoCorr Macro Strategies Fund Class I	Institutional	Open		—	Mar 24, 2011	$1.70B	1.750%	High	$100,000	$51.77M
LFMAX	LoCorr Macro Strategies Fund Class A	Front Load	Open		—	Mar 22, 2011	$52.34M	2.000%	Above Average	$2,500	−$9.70M
LFMCX	LoCorr Macro Strategies Fund Class C	Level Load	Open		—	Mar 24, 2011	$21.87M	2.750%	Above Average	$2,500	−$2.69M

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