LoCorr Spectrum Income Fund (LSPIX) Alternatives
LoCorr Spectrum Income Fund (LSPIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSPIX. 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 LSPIX
LSPIX charges 1.73% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among LSPIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | LSPIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | LSPIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | LSPIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | LSPIX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | LSPIX vs MAANX |
Best Risk-Adjusted Alternatives to LSPIX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | LSPIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | LSPIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | LSPIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | LSPIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | LSPIX vs PMAIX |
Top Performing LSPIX Alternatives (YTD)
LSPIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | LSPIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | LSPIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | LSPIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | LSPIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | LSPIX vs CONWX |
Lowest Volatility Alternatives to LSPIX
LSPIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | LSPIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | LSPIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | LSPIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | LSPIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | LSPIX vs SICIX |
Lowest Drawdown Alternatives to LSPIX
LSPIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | LSPIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | LSPIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | LSPIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | LSPIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | LSPIX vs SICIX |
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 Long/Short Commodity Strategies Fund | Systematic Trend | 9 | 2.78% | Dec 29, 2011 | LSPIX vs LCSIX | |
| LoCorr Market Trend Fund | Systematic Trend | 79 | 12.97% | Jun 29, 2014 | LSPIX vs LOTIX | |
| LoCorr Macro Strategies Fund | Systematic Trend | 92 | 8.54% | Mar 21, 2011 | LSPIX vs LFMAX | |
| LoCorr Dynamic Equity Fund | Long-Short | 31 | -1.80% | May 9, 2013 | LSPIX vs LEQIX |
Often Compared With LSPIX
What investors most often compare with LSPIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AlphaCentric Income Opportunities Fund | Multisector Bonds | 81 | 0.00% | May 27, 2015 | LSPIX vs IOFIX | |
| Eaton Vance Emerging Markets Local Income Fund | Emerging Markets Bonds | 93 | -1.86% | Jun 26, 2007 | LSPIX vs EEIAX | |
| Eaton Vance Emerging Markets Local Income Fund Cla... | Emerging Markets Bonds | 94 | -1.77% | Nov 27, 2009 | LSPIX vs EEIIX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | LSPIX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | LSPIX vs QBDSX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | LSPIX vs FYMIX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | LSPIX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | LSPIX vs WWWEX |
Compare LSPIX with Any Fund or Stock
Compare LSPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.