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Systematic macro strategies are known for their ability to offer a differentiated return stream. These strategies have historically exhibited a low or non-existent correlation with traditional asset classes, like stocks and bonds, but also to other alternatives, including REITs, energy, private equity, and private credit.
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The performance of the index is shown for comparison purposes only. The securities and other instruments included in this index is not necessarily included in any LoCorr Fund portfolio and criteria for inclusion in the index is different than those for investment in any such portfolio. The performance of this index was obtained from published sources believed to be reliable, but which are not warranted as to accuracy or completeness. Unless noted otherwise, index returns do not reflect fees or transaction costs and reflect reinvestment of net dividends. Past performance is not a guarantee of future results.
Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice. The referenced indices are shown for general market comparisons and are not meant to represent any Fund discussed within. One cannot invest directly in an index. The referenced indices are shown for general market comparisons and are not meant to represent any Fund discussed within.
Past performance does not guarantee future results. The performance data quoted represents past performance and current returns may be lower or higher. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed may be worth more or less than the original cost. Securities in the Funds do not match those in the indexes and performance of the Funds will differ. It is not possible to invest directly in an index. For current Fund performance, please click here.
Diversification does not assure a profit nor protect against loss in a declining market. Correlation measures how much the returns of two investments move together over time.
Mutual fund investing involves risk. Principal loss is possible. 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 clicking here or a free-hard copy is available by calling 1.855.LCFUNDS. Read it carefully before investing. The Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. The LoCorr Funds are distributed by Quasar Distributors, LLC.
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