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LFMAX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

LoCorr Macro Strategies A (LFMAX) Ownership - Who owns LoCorr Macro Strategies A?

The investment seeks capital appreciation in rising and falling equity markets with managing volatility as a secondary objective... Show more

Category: #Trading

Profile

Category
Systematic Trend
Address
LoCorr Investment Trust261 School Avenue, 4th FloorExcelsior
Phone
952.767.2920
Web
www.LoCorrFunds.com

Details

Group
Alternative Funds
Category
Trading
Total Expense Ratio
2.14
Min. Initial Investment
2500.00
Fund Existence
about 14 years
Turnover
74.00
Front Load
5.75
Net Assets
1584065500.00
Manager Tenure
N/A

Fundamentals

LFMAX
Net Assets
1.58B
Fund Existence
about 14 years
Turnover
74.00
Total Expense Ratio
2.14
Front Load
5.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Systematic Trend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.14
Assets in Top Ten Holdings
-199.46M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
56.6M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.65
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
2116.00
Number of Net Holdings
4004.00
Number of Short Holdings
1888.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
117.98%
Gain YTD
-1.571
Annual Yield % from dividends
2.91
Returns for 1 year
-5.51
Returns for 3 years
-11.04
Returns for 5 years
3.68
Returns for 10 years
8.98
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General Information

Category Trading

Profile
Fundamentals
Details
Category
Systematic Trend
Address
LoCorr Investment Trust261 School Avenue, 4th FloorExcelsior
Phone
952.767.2920
Web
www.LoCorrFunds.com