Locorr Hedged Core Fund Class A LHEAX Strategy
Strategy
The investment seeks capital appreciation in rising and falling equity and commodities markets with managing volatility as a secondary objective. The fund seeks to achieve its investment objectives by allocating its assets using three principal strategies: “Managed Futures” Strategy “Commodities” Strategy “Fixed Income” Strategy. The advisor will execute its Managed Futures and Commodities strategies primarily by investing up to 25% of its total assets (measured at the time of purchase) in a wholly-owned and controlled subsidiary.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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LHEIX
| Locorr Hedged Core Fund Class I | Institutional | Open | — | — | $325.49M | 1.980% | High | $100,000 | $85.43M | |
LHEAX
| Locorr Hedged Core Fund Class A | Front Load | Open | — | — | $37.66M | 2.230% | High | $2,500 | $11.74M |