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LoCorr Macro Strategies Fund Takes Top Honors

March 1, 2022

Minneapolis, MN (March 2021) – LoCorr Funds, a leading provider of low correlating investment solutions, today announced several prestigious awards and accolades for its flagship fund, LoCorr Macro Strategies Fund (LFMIX). The Fund, whose assets have grown 30% over the last 12 months, has been selected and added to asset allocation models by many industry leading broker/dealers for delivering consistent, strong performance with low correlation1 to traditional asset classes.

Macro Strategies Fund Marks 10-year Anniversary with Five Star Performance

The Macro Strategies Fund, which launched March 22, 2011, reaches its 10-year anniversary this month, a milestone that is rare in the Morningstar Managed Futures Category with less than 8 percent of funds in the category achieving this longevity2. The Fund (Class I) ended 2020 delivering strong risk-adjusted returns and was rated as a Morningstar 5-Star Fund in the Managed Futures Category for the overall, 3-year, and 5-year periods out of 96, 96, and 87 funds, respectively, as of 12/31/2020, based on total returns. Significantly, the Fund has attained Morningstar Top Quartile Ranking3 for the 3-year, and 5-year time periods out of 96, and 87 Managed Futures funds based on total returns.

LoCorr Macro Strategies Fund utilizes a multi-manager investment strategy that combines three distinct managers with proven expertise in trend following, systematic macro and short-term counter trend. The Fund seeks to provide capital appreciation in rising and falling markets and is designed to provide low correlation to stocks and bonds.

Macro Strategies Fund is Honored with Two 2021 Lipper Fund Awards

LoCorr Macro Strategies Fund has won two 2021 Lipper Fund Awards from Refinitiv. The Fund has achieved the awards in the Alternative Managed Futures Fund category for the best risk-adjusted performance relative to its peers over both the 3-year and 5-year periods ended 12/31/20, among 26 and 21 funds, respectively. This is the second year in a row that Macro Strategies has received a Lipper Award.

The Refinitiv Lipper Fund Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. Renowned fund data and proprietary methodology is the foundation of the Award qualification. For more information, please visit https://lipperfundawards.com.

“We are proud of the recognition that LoCorr Macro Strategies Fund has received from such well-respected rating organizations, such as Morningstar and Lipper,” said Ruxandra Risko, President of LoCorr Funds. “These awards are a testament to our distinct investment philosophy that sets us apart in the industry and reaffirms our commitment to providing our clients with not only strong diversification benefits but also a positive investment experience.”

For more information on the LoCorr Macro Strategies Fund visit www.LoCorrFunds.com or call the LoCorr Funds internal desk at 952.767.6900.

 

About LoCorr Funds
LoCorr Funds is well known for educating advisors and investors about the potential advantages of including lowcorrelating, alternative investments in portfolios. The Firm has over $2.2B in AUM as of 3/1/21. The LoCorr Macro Strategies Fund is one of five funds in LoCorr’s suite of products. Other Funds include LoCorr Market Trend Fund; LoCorr Long/Short Commodities Strategy Fund; LoCorr Dynamic Equity Fund; and LoCorr Spectrum Income Fund.

The Firm is a leading provider of low-correlating investment strategies, founded on the belief that non-traditional investment strategies with low correlation to stocks and bonds can reduce risk and help increase portfolio returns. LoCorr offers investment solutions that not only provide the potential for positive returns in rising or falling markets, but also help to achieve diversification in investment portfolios. LoCorr Funds is headquartered in Excelsior, MN.

 

The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by calling 1.855.LCFUNDS, or visiting www.LoCorrFunds.com. Read it carefully before investing.