Morningstar

Locorr Hedged Core Fund Class I LHEIX

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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.

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
LHEIX	Locorr Hedged Core Fund Class I	Institutional	Open	—	—	Jul 10, 2024	$316.39M	1.980%	High	$100,000	$82.77M
LHEAX	Locorr Hedged Core Fund Class A	Front Load	Open	—	—	Jul 10, 2024	$35.73M	2.230%	High	$2,500	$11.57M

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