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LoCorr Market Trend Fund Celebrates its 10-Year Anniversary

July 11, 2024

Fund Awarded 4-Star Overall Morningstar Rating among 67 funds
in the Systematic Trend Category as of June 30, 2024, based on risk-adjusted returns

Minneapolis, MN (July 11, 2024) – LoCorr Funds, a leader in low-correlating alternative investments, today announced the LoCorr Market Trend Fund (LOTIX) reached its 10-year anniversary on June 30, 2024.

The LoCorr Market Trend Fund is ranked 4 out of 45 funds in the Morningstar Systematic Trend Category for the 10-year period as of June 30, 2024, based on total returns, and holds a 4-star Overall Morningstar Rating. (The LoCorr Long/Short Commodities Strategy Fund, LCSIX, LCSAX and LCSCX hold the top three positions in the Category for the 10-year period ending June 30, 2024.) The Market Trend Fund features a global macro-oriented strategy that seeks to provide low correlation to nearly all asset classes, offering strong diversification benefits and positive absolute returns while mitigating downside risk.

“We are thrilled to celebrate the 10th anniversary of LoCorr Market Trend Fund, which is a significant milestone, and to see it recognized as a 4-star fund by Morningstar during this time period,” said Kevin Kinzie, CEO of LoCorr Funds. “We launched the Market Trend Fund a decade ago based on the belief that low-correlating strategies with daily liquidity belong in every client portfolio. That conviction still rings true today and we are excited to offer the top four funds in the Morningstar Systematic Trend Category.”

“In addition, we are proud to have launched the Market Trend Fund with Graham Capital Management (Graham) as the sub-advisor offering advisors and their clients access to an esteemed institutional manager through a ‘40 Act fund. We are grateful for Graham’s continuing commitment to a strategy that provides diversification through its distinct return stream and seeks to help create a smoother ride for clients.”

“We are honored to celebrate the 10-year anniversary of the LoCorr Market Trend Fund and our long-standing partnership with LoCorr,” said Brian Douglas, Chief Executive Officer of Graham Capital Management. “This milestone is a testament to our shared commitment to delivering exceptional value to clients. Over the past decade, the Fund has provided valuable diversification to investors, particularly in recent years which have been marked by significant turbulence for both stocks and bonds. We look forward to continuing our collaboration and supporting the Fund’s success in the years to come.”

With a sequence of returns typically different from traditional stock and bond investments, LoCorr Market Trend Fund was launched in response to advisor demand for diversifying strategies that seek portfolio stability and growth in an ever-changing investment landscape. Since its inception on June 30, 2014, the Fund has a 0.05 correlation with the S&P 500 Index and a -0.24 correlation with the Bloomberg U.S. Aggregate Bond Index.


About LoCorr Funds
LoCorr Funds 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. For more information, please visit www.LoCorrFunds.com or call 1.888.628.2887.

About Graham Capital Management
Graham Capital Management, L.P. is an alternative investment manager founded in 1994 by Kenneth G. Tropin. For three decades, Graham has specialized in providing compelling quantitative and discretionary alpha opportunities across a variety of market environments that seek low correlation to traditional investments. While Graham is one of the longest-running macro and trend-following managers, the Firm is committed to the innovative evolution of its strategies, supported by an established investment, technology, and operational infrastructure. By leveraging the unique synergies between the Firm’s quantitative and discretionary trading businesses, Graham has developed a broad range of complementary alpha strategies with a focus on thoughtful portfolio construction, active risk management, and diversification by design. Significant proprietary capital is invested in many of Graham’s strategies, contributing to the alignment of interest between the Firm and its clients. Graham’s clients include global institutions, endowments and foundations, family offices, sovereign wealth funds, investment management advisors, and qualified individual investors. For more information, please visit www.GrahamCapital.com.


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.