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LOTAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

LoCorr Market Trend A (LOTAX) Ownership - Who owns LoCorr Market Trend A?

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

Category: #Trading

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Alternative Funds

Fundamentals

LOTAX

Net Assets

285M

Fund Existence

about 11 years

Turnover

140.00

Total Expense Ratio

2.02

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

2.02

Assets in Top Ten Holdings

-512.56M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

3.77

Fund of Funds

Fund Share Class Net Assets

16.8M

Fund Type

OpenEnd

Index Fund

Management Fee

1.50

Modified Duration

2.99

No Load Fund

Number of Long Holdings

299.00

Number of Net Holdings

418.00

Number of Short Holdings

119.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

186.53%

Gain YTD

-4.471

Annual Yield % from dividends

5.14

Returns for 1 year

-4.13

Returns for 3 years

-23.26

Returns for 5 years

8.98

Returns for 10 years

1.99

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These past five trading days, the mutual fund lost 0.00%.

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Category Trading

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Fundamentals

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