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LEQCX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
61.41M

LEQCX LoCorr Dynamic Opportunity C Forecast, Technical & Fundamental Analysis

Category LongShort
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Morgan Stanley (NYSE:MS), Pinterest (NYSE:PINS), Zoom Video Communications (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 fund defines 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 27.92B. The market cap for tickers in the group ranges from 2.63B to 126.18B. MS holds the highest valuation in this group at 126.18B. The lowest valued company is TRIP at 2.63B.

Volume

The average weekly volume growth across all stocks in the LoCorr Dynamic Opportunity C MF was 46%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 53
Price Growth Rating: 45
SMR Rating: 66
Profit Risk Rating: 73
Seasonality Score: 38 (-100 ... +100)
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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
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LEQCX and

Correlation & Price change

A.I.dvisor indicates that over the last year, LEQCX has been closely correlated with DHLSX. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if LEQCX jumps, then DHLSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LEQCX
1D Price
Change %
LEQCX100%
N/A
DHLSX - LEQCX
67%
Closely correlated
-0.18%
DIAMX - LEQCX
25%
Poorly correlated
-0.15%
DIAYX - LEQCX
23%
Poorly correlated
-0.15%
NLSCX - LEQCX
23%
Poorly correlated
+0.12%
NLSAX - LEQCX
23%
Poorly correlated
+0.12%
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