LoCorr Market Trend Fund (LOTIX) belongs to the Systematic Trend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LOTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LOTIX
LOTIX charges 1.75% annually. There are 16 mutual funds in the Systematic Trend category with lower expense ratios, going as low as 1.25%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| AQR Managed Futures Strategy Fund | 1.25% | — | Jan 2010 | LOTIX vs AQMIX | |
| Credit Suisse Managed Futures Strategy Fund | 1.30% | — | Sep 2012 | LOTIX vs CSAIX | |
| Redwood Systematic Macro Trend ("SMarT") Fund | 1.30% | — | Nov 2017 | LOTIX vs RWSIX | |
| Goldman Sachs Managed Futures Strategy Fund | 1.33% | — | Feb 2012 | LOTIX vs GFIRX | |
| Altegris Futures Evolution Strategy Fund | 1.34% | — | Oct 2011 | LOTIX vs EVOIX |
Best Risk-Adjusted Alternatives to LOTIX
LOTIX has a PortfoliosLab risk / return rank of 94. No mutual funds in the Systematic Trend category have higher risk-adjusted ranks; the top alternatives shown here go as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| AQR Trend Total Return Fund | 93 | — | Dec 2021 | LOTIX vs QNZNX | |
| AQR Managed Futures Strategy Fund | 91 | — | Jan 2010 | LOTIX vs AQMIX | |
| AQR Managed Futures Strategy Fund Class N | 91 | — | Jan 2010 | LOTIX vs AQMNX | |
| American Beacon AHL Managed Futures Strategy Fund ... | 88 | — | Aug 2014 | LOTIX vs AHLIX | |
| American Beacon AHL Managed Futures Strategy Fund | 88 | — | Aug 2014 | LOTIX vs AHLPX |
Top Performing LOTIX Alternatives (YTD)
LOTIX is at 22.25% YTD. No mutual funds in the Systematic Trend category have higher YTD returns; the top-performing alternatives shown here go as high as 15.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AQR CVX Fusion Fund Class R6 | 15.48% | — | Jun 2025 | LOTIX vs QCFRX | |
| AQR CVX Fusion Fund Class I | 15.41% | — | Jun 2025 | LOTIX vs QCFIX | |
| AQR CVX Fusion Fund Class N | 15.24% | — | Jun 2025 | LOTIX vs QCFNX | |
| AQR Trend Total Return Fund | 14.04% | — | Dec 2021 | LOTIX vs QNZNX | |
| AQR Managed Futures Strategy HV Fund | 12.18% | — | Jul 2013 | LOTIX vs QMHIX |
Lowest Volatility Alternatives to LOTIX
LOTIX has 12.24% 1-year volatility. There are 19 mutual funds in the Systematic Trend category with lower 1-year volatility, going as low as 5.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Macro Strategies Fund | 5.70% | — | Mar 2011 | LOTIX vs LFMAX | |
| LoCorr Long/Short Commodity Strategies Fund | 5.94% | — | Dec 2011 | LOTIX vs LCSIX | |
| Abbey Capital Futures Strategy Fund Class A | 7.86% | — | Aug 2014 | LOTIX vs ABYAX | |
| Abbey Capital Futures Strategy Fund Class I | 7.87% | — | Jul 2014 | LOTIX vs ABYIX | |
| Goldman Sachs Managed Futures Strategy Fund Class ... | 8.18% | — | Feb 2012 | LOTIX vs GMSAX |
Lowest Drawdown Alternatives to LOTIX
LOTIX has a 1-year max drawdown of -4.85%. There are 7 mutual funds in the Systematic Trend category with shallower 1-year drawdowns, going as shallow as -2.53%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Macro Strategies Fund | -2.53% | — | Mar 2011 | LOTIX vs LFMAX | |
| Abbey Capital Futures Strategy Fund Class I | -3.33% | — | Jul 2014 | LOTIX vs ABYIX | |
| Abbey Capital Futures Strategy Fund Class A | -3.36% | — | Aug 2014 | LOTIX vs ABYAX | |
| PIMCO TRENDS Managed Futures Strategy Fund Institu... | -4.63% | — | Jan 2014 | LOTIX vs PQTIX | |
| PIMCO TRENDS Managed Futures Strategy Fund Class A | -4.66% | — | Dec 2013 | LOTIX vs PQTAX |
Other Mutual Funds from LoCorr Funds
The 2 most viewed LoCorr Funds mutual funds shown here include LEQIX, LSPIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LoCorr Dynamic Equity Fund | Long-Short | 24 | 7.39% | — | May 2013 | LOTIX vs LEQIX | |
| LoCorr Spectrum Income Fund | Diversified Portfolio | 33 | 6.89% | — | Dec 2013 | LOTIX vs LSPIX |
Often Compared With LOTIX
Investors most often compare LOTIX with SPY, WARAX, EBSIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare LOTIX with Any Fund or Stock
Compare LOTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LOTIX with funds that move differently
LoCorr Market Trend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LOTIX.
Explore LOTIX Diversifiers