LoCorr Market Trend Fund (LOTIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LOTIX
LOTIX charges 1.75% annually. Among mutual funds in the Systematic Trend category, these options have the lowest expense ratios among LOTIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| AQR Managed Futures Strategy Fund | 1.25% | Jan 5, 2010 | LOTIX vs AQMIX | |
| Credit Suisse Managed Futures Strategy Fund | 1.30% | Sep 27, 2012 | LOTIX vs CSAIX | |
| Redwood Systematic Macro Trend ("SMarT") Fund | 1.30% | Nov 1, 2017 | LOTIX vs RWSIX | |
| Goldman Sachs Managed Futures Strategy Fund | 1.33% | Feb 28, 2012 | LOTIX vs GFIRX | |
| Altegris Futures Evolution Strategy Fund | 1.34% | Oct 30, 2011 | LOTIX vs EVOIX |
Best Risk-Adjusted Alternatives to LOTIX
Among mutual funds in the Systematic Trend category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| AQR Managed Futures Strategy Fund Class N | 94 | Jan 6, 2010 | LOTIX vs AQMNX | |
| AQR Managed Futures Strategy Fund | 94 | Jan 5, 2010 | LOTIX vs AQMIX | |
| LoCorr Macro Strategies Fund | 92 | Mar 21, 2011 | LOTIX vs LFMAX | |
| AQR Trend Total Return Fund | 91 | Dec 16, 2021 | LOTIX vs QNZNX | |
| AQR Managed Futures Strategy HV Fund | 90 | Jul 15, 2013 | LOTIX vs QMHIX |
Top Performing LOTIX Alternatives (YTD)
LOTIX alternatives from the Systematic Trend category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AQR Managed Futures Strategy HV Fund | 14.62% | Jul 15, 2013 | LOTIX vs QMHIX | |
| AQR Managed Futures Strategy HV Fund Class N | 14.53% | Jul 16, 2013 | LOTIX vs QMHNX | |
| AQR Managed Futures Strategy Fund | 10.24% | Jan 5, 2010 | LOTIX vs AQMIX | |
| AQR Managed Futures Strategy Fund Class N | 10.02% | Jan 6, 2010 | LOTIX vs AQMNX | |
| LoCorr Macro Strategies Fund | 8.54% | Mar 21, 2011 | LOTIX vs LFMAX |
Lowest Volatility Alternatives to LOTIX
LOTIX alternatives from the Systematic Trend category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund | 5.83% | Mar 21, 2011 | LOTIX vs LFMAX | |
| LoCorr Long/Short Commodity Strategies Fund | 6.96% | Dec 29, 2011 | LOTIX vs LCSIX | |
| Abbey Capital Futures Strategy Fund Class A | 7.63% | Aug 29, 2014 | LOTIX vs ABYAX | |
| Abbey Capital Futures Strategy Fund Class I | 7.65% | Jul 1, 2014 | LOTIX vs ABYIX | |
| PIMCO TRENDS Managed Futures Strategy Fund | 8.73% | Dec 30, 2013 | LOTIX vs PQTPX |
Lowest Drawdown Alternatives to LOTIX
LOTIX alternatives from the Systematic Trend category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund | -3.01% | Mar 21, 2011 | LOTIX vs LFMAX | |
| Abbey Capital Futures Strategy Fund Class A | -4.30% | Aug 29, 2014 | LOTIX vs ABYAX | |
| LoCorr Long/Short Commodity Strategies Fund | -4.31% | Dec 29, 2011 | LOTIX vs LCSIX | |
| Abbey Capital Futures Strategy Fund Class I | -4.36% | Jul 1, 2014 | LOTIX vs ABYIX | |
| AQR Managed Futures Strategy Fund Class N | -5.29% | Jan 6, 2010 | LOTIX vs AQMNX |
Other Mutual Funds from LoCorr Funds
Most popular LoCorr Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| LoCorr Dynamic Equity Fund | Long-Short | 31 | -1.80% | May 9, 2013 | LOTIX vs LEQIX | |
| LoCorr Spectrum Income Fund | Diversified Portfolio | 22 | 3.09% | Dec 30, 2013 | LOTIX vs LSPIX |
Often Compared With LOTIX
What investors most often compare with LOTIX, 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.