MENU
LEQCX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

LEQCX price forecast, quote, news & analysis

Category: @Long-Short
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Pinterest (NYSE:PINS), Zoom Communications Inc (NASDAQ:ZM).

Industry description

The investment seeks long-term capital appreciation with reduced volatility compared to traditional broad-based equity market indices as a secondary objective. Under normal market conditions, the fund invests in long or short positions in equity securities of domestic and foreign companies. The managers define equity securities as (1) common stocks, (2) preferred stocks and (3) debt securities that are convertible into stock. The fund invests in securities of issuers without restriction as to capitalization or country. The fund invests in convertible debt securities of any maturity or credit quality, including those known as "junk bonds".

Market Cap

The average market capitalization across the LoCorr Dynamic Opportunity C MF is 613.87B. The market cap for tickers in the group ranges from 2.36B to 2.39T. AMZN holds the highest valuation in this group at 2.39T. The lowest valued company is ZETA at 2.36B.

Volume

The average weekly volume growth across all stocks in the LoCorr Dynamic Opportunity C MF was -32%. For the same stocks of the MF, the average monthly volume growth was -54% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 72
P/E Growth Rating: 88
Price Growth Rating: 33
SMR Rating: 65
Profit Risk Rating: 70
Seasonality Score: 0 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Long-Short Equity
Address
LoCorr Investment Trust261 School Avenue, 4th FloorExcelsior
Phone
952.767.2920
Web
www.LoCorrFunds.com