LoCorr Mutual Funds List
Here you can find all mutual funds issued by LoCorr and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 6
- Avg. Expense Ratio
- 1.87%
- Avg. 1 Year Return
- 14.38%
- Avg. 5 Year Return
- 4.22%
- Median Risk/Return Score
- 62 / 100
LoCorr Mutual Funds List
6 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LoCorr Long/Short Commodity Strategies Fund | Systematic Trend | Dec 29, 2011 | 1.75% | 0.93% | 2.50% | 2.30% | 4 | ||||||||
| LoCorr Dynamic Equity Fund | Long-Short | May 9, 2013 | 1.99% | 6.13% | 4.76% | 19.10% | 27 | ||||||||
| LoCorr Macro Strategies Fund | Systematic Trend | Mar 21, 2011 | 2.13% | 7.62% | 3.33% | 2.74% | 82 | ||||||||
| LoCorr Macro Strategies Fund Class I | Global Allocation | Mar 24, 2011 | 1.88% | 7.71% | 3.50% | 2.92% | 83 | ||||||||
| LoCorr Market Trend Fund | Systematic Trend | Jun 29, 2014 | 1.75% | 23.96% | 4.81% | 2.11% | 97 | ||||||||
| LoCorr Spectrum Income Fund | Diversified Portfolio | Dec 30, 2013 | 1.73% | 8.25% | 5.09% | 7.87% | 42 |
Explore top LoCorr Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best LoCorr Mutual funds by Risk/Return Score
The top LoCorr Mutual funds by PortfoliosLab Risk/Return Score are LOTIX (97) and LFMIX (83).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| LoCorr Market Trend Fund | 97 | — | Jun 2014 | |
| LoCorr Macro Strategies Fund Class I | 83 | — | Mar 2011 | |
| LoCorr Macro Strategies Fund | 82 | — | Mar 2011 | |
| LoCorr Spectrum Income Fund | 42 | — | Dec 2013 | |
| LoCorr Dynamic Equity Fund | 27 | — | May 2013 |
Best-Performing LoCorr Mutual funds Over 5 Years
The top LoCorr Mutual funds is LOTIX (8.94%).
Across the lineup, LoCorr Mutual funds show an average 1-year return of 14.38% and an average 5-year return of 4.22%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| LoCorr Market Trend Fund | 8.94% | — | Jun 2014 | |
| LoCorr Macro Strategies Fund Class I | 4.33% | — | Mar 2011 | |
| LoCorr Spectrum Income Fund | 4.23% | — | Dec 2013 | |
| LoCorr Macro Strategies Fund | 4.05% | — | Mar 2011 | |
| LoCorr Dynamic Equity Fund | 3.43% | — | May 2013 |
Lowest-Cost LoCorr Mutual funds
The top LoCorr Mutual funds is LSPIX (1.73%).
With an average expense ratio of 1.87%, LoCorr Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| LoCorr Spectrum Income Fund | 1.73% | — | Dec 2013 | |
| LoCorr Long/Short Commodity Strategies Fund | 1.75% | — | Dec 2011 | |
| LoCorr Market Trend Fund | 1.75% | — | Jun 2014 | |
| LoCorr Macro Strategies Fund Class I | 1.88% | — | Mar 2011 | |
| LoCorr Dynamic Equity Fund | 1.99% | — | May 2013 |
Highest-Yield LoCorr Mutual funds
The top LoCorr Mutual funds is LEQIX (19.10%).
Across the lineup, LoCorr Mutual funds show an average dividend yield of 6.17%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| LoCorr Dynamic Equity Fund | 19.10% | — | May 2013 | |
| LoCorr Spectrum Income Fund | 7.87% | — | Dec 2013 | |
| LoCorr Macro Strategies Fund Class I | 2.92% | — | Mar 2011 | |
| LoCorr Macro Strategies Fund | 2.74% | — | Mar 2011 | |
| LoCorr Long/Short Commodity Strategies Fund | 2.30% | — | Dec 2011 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
LCSIX vs. JHEQXLCSIX vs. BICSXLCSIX vs. PGTYXLCSIX vs. FSMSXLCSIX vs. COMM.LLOTIX vs. SPYLOTIX vs. WARAXLOTIX vs. ABYAXLOTIX vs. EBSIXLOTIX vs. MFTFXLFMIX vs. CIBFXLFMIX vs. TZINXLFMIX vs. FESGXLFMIX vs. CVLOXLFMIX vs. TRXAXLFMAX vs. SPYLFMAX vs. PQTPXLFMAX vs. GFIRXLFMAX vs. EVOIXLFMAX vs. ABYAXLSPIX vs. EEIAXLSPIX vs. EEIIXLSPIX vs. IOFIXLSPIX vs. BWBIXLSPIX vs. BERIXLEQIX vs. GTAPXLEQIX vs. BIVIXLEQIX vs. QAMNXLEQIX vs. VMNFXLEQIX vs. BPLEX