LoCorr Funds adds a new manager to the LoCorr Managed Futures Strategy Fund

Read more on the addition of Crabel Capital Management > PDF

LoCorr Managed Futures Strategy Fund

A mutual fund with globally diversified managed futures investments and fixed income securities that has the potential to:

  • Reduce overall portfolio risk.
  • Provide low correlation to equities, bonds and other investments.
  • Enhance overall portfolio returns.
  • Provide positive returns in bull and bear markets by exposure to both long and short positions.


Managed futures have the potential to produce positive returns in bull or bear markets, potentially enhancing a portfolio's overall performance. This is because they invest in long and short positions in global futures markets that don't typically correlate to traditional assets. As the chart below illustrates, managed futures have yielded solid long-term performance, even during economic downturns.

Performance of Managed Futures and U.S. Stocks

Hypothetical Growth of a $1,000 investment on August 31, 2000 through December 31, 2013

Past performance is not a guarantee of future results. The referenced indices are shown for general market comparisons and are not meant to represent the Fund. One cannot invest directly in an index. The LoCorr Managed Futures Strategy Fund is new and has no performance history. When available, fund performance may be obtained by calling 1.855.LCFUNDS (1.855.523.8637). U.S. Stocks represented by S&P 500. Managed Futures represented by CASAM CISDM CTA Index. Source: LoCorr Fund Management.

Correlation (1/1/2000 - 12/31/2013)

Adding low correlating investments to a portfolio of stocks and bonds has the potential to reduce risk and improve returns. Managed futures, as shown below, has historically not been highly correlated to stocks or bonds:

Managed Futures: Barclay CTA Index; U.S. Stocks: S & P 500; Foreign Stocks: Morgan Stanley Capital International EAFE Index; Bonds: Barclay Capital U.S. Aggregate Bond Index.