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 Mutual Funds List

1 to 19 of 19 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
LoCorr Market Trend Fund Class ILOTIXSystematic Trend
25.32%11.810%HighInstitutional$100,000
LoCorr Macro Strategies Fund Class ILFMIXSystematic Trend—10.80%641.750%HighInstitutional$100,000
LoCorr Market Trend Fund Class ALOTAXSystematic Trend
25.02%22.060%HighFront Load$2,500
LoCorr Macro Strategies Fund Class ALFMAXSystematic Trend—10.64%662.000%Above AverageFront Load$2,500
LoCorr Market Trend Fund Class CLOTCXSystematic Trend
24.40%32.810%HighLevel Load$2,500
LoCorr Long/Short Commodity Strategies Fund Class ALCSAXSystematic Trend—6.80%882.410%HighFront Load$2,500
LoCorr Long/Short Commodity Strategies Fund ClassCLCSCXSystematic Trend—6.23%913.160%HighLevel Load$2,500
LoCorr Dynamic Opportunity Fund Class CLEQCXLong-Short Equity
1.77%893.350%HighLevel Load$2,500
LoCorr Dynamic Opportunity Fund Class ILEQIXLong-Short Equity
2.57%862.350%HighInstitutional$100,000
LoCorr Long/Short Commodity Strategies Fund Class ILCSIXSystematic Trend—7.08%862.160%HighInstitutional$100,000
LoCorr Macro Strategies Fund Class CLFMCXSystematic Trend—9.97%672.750%Above AverageLevel Load$2,500
LoCorr Dynamic Opportunity Fund Class ALEQAXLong-Short Equity
2.37%862.600%HighFront Load$2,500
LoCorr Spectrum Income Fund Class CLSPCXMiscellaneous Allocation—
6.17%—4.190%HighLevel Load$2,500
Locorr Hedged Core Fund Class ILHEIXMacro Trading——9.28%441.980%HighInstitutional$100,000
LoCorr Strategic Allocation Fund Class ILSAIXMultistrategy—
13.53%131.590%Above AverageInstitutional$100,000
LoCorr Spectrum Income Fund Class ILSPIXMiscellaneous Allocation—
7.04%—3.190%HighInstitutional$100,000
Locorr Hedged Core Fund Class ALHEAXMacro Trading——9.08%472.230%HighFront Load$2,500
LoCorr Strategic Allocation Fund Class ALSAAXMultistrategy—
13.24%141.840%Above AverageFront Load$2,500
LoCorr Spectrum Income Fund Class ALSPAXMiscellaneous Allocation—
6.76%—3.440%HighFront Load$2,500

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 assess a fund's ability to outperform its Morningstar Category index after fees.

  • 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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