LSPIX – LoCorr Spectrum Income I Investment Strategy | Morningstar

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Strategy

The investment seeks current income with capital appreciation as a secondary objective. The fund seeks to achieve its investment objectives by allocating its assets primarily among income-producing securities using an "Income" Strategy. The Income strategy employed by the fund's sub-adviser attempts to produce current income and capital appreciation. The composition of the portfolio will vary over time according to the sub-adviser's evaluation of economic and market conditions, including prospects for growth and inflation, as they affect the potential returns from different classes of 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
LSPIX	LoCorr Spectrum Income Fund Class I	Institutional	Open	—	—	Dec 31, 2013	$44.75M	3.190%	High	$100,000	−$3.85M
LSPAX	LoCorr Spectrum Income Fund Class A	Front Load	Open	—	—	Dec 31, 2013	$19.65M	3.440%	High	$2,500	$1.69M
LSPCX	LoCorr Spectrum Income Fund Class C	Level Load	Open	—	—	Dec 31, 2013	$5.16M	4.190%	High	$2,500	−$1.10M

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