LOTIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

LoCorr Market Trend I (LOTIX) Ownership - Who owns LoCorr Market Trend I?

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

LOTIX

Net Assets

332M

Fund Existence

almost 11 years

Turnover

140.00

Total Expense Ratio

1.75

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Systematic Trend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.75

Assets in Top Ten Holdings

-512.56M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

305M

Fund Type

OpenEnd

Index Fund

Management Fee

1.50

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

275.00

Number of Net Holdings

369.00

Number of Short Holdings

94.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

289.51%

Gain YTD

-7.854

Annual Yield % from dividends

5.84

Returns for 1 year

-18.28

Returns for 3 years

-23.46

Returns for 5 years

8.74

Returns for 10 years

-2.84

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General Information

Category Trading

Profile

Fundamentals

Details