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Used by investment professionals for more than 30 years, managed futures are an asset class with over $346 billion in assets under management. Managed futures can play an important role by:
Managed futures have the potential to produce positive returns in both equity bull and bear markets, striving to enhance a portfolio’s overall performance.
Growth of a Hypothetical $1,000 investment – September 1, 2000, through June 30, 2023
Source: LoCorr Fund Management
Since inception 09/01/2000. The growth of $1,000 chart reflects a hypothetical $1,000 investment in the index noted. Index performance is not illustrative of fund performance. U.S. stocks are represented by S&P 500 TR Index, U.S. bonds are represented by Bloomberg U.S. Aggregate Bond Index, and Managed Futures are represented by CISDM CTA Index. The referenced indices are shown for general market comparisons and are not meant to represent the Fund. One cannot invest directly in an index. Past performance is not a guarantee of future results. Fund performance may be obtained by calling 1.855.LCFUNDS (1.855.523.8637).
Managed futures provide exposure to a broad variety of global investments in commodities and financial futures. The below hypothetical charts illustrate how adding managed futures to a portfolio of stocks and bonds has the potential to enhance returns and reduce volatility.
Source: LoCorr Fund Management
Bonds are represented by Bloomberg U.S. Aggregate Index, Stocks are represented by S&P 500 TR Index, and Managed Futures are represented by CISDM CTA Index. The referenced indices are shown for general market comparisons and are not meant to represent a specific Fund.
Managed futures have shown strong historical performance when stocks have suffered. The graph below illustrates the performance of managed futures during the five worst drawdowns of the S&P 500 Index since 1987.
Source: LoCorr Fund Management
Index performance is not illustrative of fund performance. One cannot invest directly in an index. The chart shows the significant S&P drawdowns between 09/01/87 and 6/30/23 using month end data. Managed Futures Index refers to the CISDM CTA Index. Fees and transaction costs are reflected. Stocks refers to the S&P 500 Total Return Index. This total return index does not reflect fees or transaction costs, but includes net dividends and is calculated by adding an indexed dividend return to the index price change for a given time period. Fund performance may be obtained by calling 1.855.LCFUNDS (1.855.523.8637).
Click here for important disclosure and definition information.
Diversification does not assure a profit nor protect against loss in a declining market.
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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