LoCorr has expertise in combining low-correlation strategies to target specific investing outcomes, and improve a portfolio’s risk/return profile.
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LoCorr Fund’s alternative solutions are designed to be non-correlated to traditional investments and have the potential to provide diversification when paired with a portfolio comprised of traditional investments.
We believe that performance can be enhanced by combining LoCorr strategies in unique sleeves within a portfolio, while potentially reducing risk. An ideal methodology for building an alternative sleeve is to combine two or three strategies that don’t correlate to each other, and don’t correlate to stocks and bonds.
By blending low-correlating strategies, these sleeves can deliver a more consistent return stream and provide a smoother ride across multiple market environments.
| 1Q24 | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Since Inception1 | Correlation to S&P 5002 | Overview | |
| Hedged Core (LFMIX 50 / LCSIX 50) | 4.07% | 4.07% | 2.00% | 4.84% | 5.33% | 6.58% | 6.86% | -0.11 |  |
| Hedged Growth (LFMIX 33 / LCSIX 33 / LEQIX 33) | 3.26% | 3.26% | 3.54% | 3.51% | 5.06% | 5.71% | 5.53% | 0.51 | |
| Hedged Income (LFMIX 33 / LCSIX 33 / LSPIX 33) | 4.24% | 4.24% | 4.06% | 3.63% | 5.23% | 5.31% | 5.56% | 0.57 | |
| Bloomberg US Aggregate Bond Index | -0.78% | -0.78% | 1.70% | -2.45% | 0.36% | 1.54% | 1.69% | 0.34 | |
| ICE BofAML 3M T-Bill Index | 1.30% | 1.30% | 5.20% | 2.60% | 2.06% | 1.40% | 1.37% | 0.00 | |
| S&P 500 Index | 10.56% | 10.56% | 29.88% | 11.49% | 15.04% | 12.96% | 12.82% | 1.00 |
Click here to view standardized performance for each fund.
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 952.513.8195.
1Since common inception 1/1/14-3/31/24. Returns are annualized for periods greater than one year.
2Relative to the S&P 500 Index 1/1/14-3/31/24.
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Sign in to Read MoreMutual fund investing involves risk. Principal loss is possible. The Funds invest in foreign investments and foreign currencies which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater for emerging markets. The Funds may make short sales of securities, which involves the risk that losses may exceed the original amount invested. Investing in commodities may subject the Funds to greater risks and volatility as commodity prices may be influenced by a variety of factors including unfavorable weather, environmental factors, and changes in government regulations. The Funds may invest in derivative securities, which derive their performance from the performance of an underlying asset, index, interest rate or currency exchange rate. Derivatives can be volatile and involve various types and degrees of risks, and, depending upon the characteristics of a particular derivative, suddenly can become illiquid. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investments in Asset-Backed, Mortgage- Backed, and Collateralized Mortgage-Backed Securities include additional risks that investors should be aware of such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. Investments in small- and medium-capitalization companies involve additional risks such as limited liquidity and greater volatility. Investments in lower-rated and non-rated securities present a greater risk of loss to principal and interest than higher-rated securities. ETF investments are subject to investment advisory and other expenses, which will be indirectly paid by the Funds. As a result, the cost of investing in the Funds will be higher than the cost of investing directly in ETFs and may be higher than other mutual funds that invest directly in stocks and bonds. ETFs are subject to specific risks, depending on the nature of the ETF. A Fund’s real estate portfolio may be significantly impacted by the performance of the real estate market generally, and the Fund may be exposed to greater risk and experience higher volatility than would a more economically diversified portfolio. Property values may fall due to increasing vacancies or declining rents resulting from economic, legal, cultural, or technological developments. Investments in Limited Partnerships (including master limited partnerships) involve risks different from those of investing in common stock including risks related to limited control and limited rights to vote on matters affecting the Limited Partnership, risks related to potential conflicts of interest between the Limited Partnership and the Limited Partnership’s general partner, cash flow risks, tax risk, dilution risks and risks related to the general partner’s limited call right. Underlying Funds are subject to management and other expenses, which will be indirectly paid by the Fund. Investments in Real Estate Investment Trusts (REITs) involve additional risks such as declines in the value of real estate and increased susceptibility to adverse economic or regulatory developments.
Diversification does not assure a profit or protect against loss in a declining market. Correlation measures how much the returns of two investments move together over time.
Bloomberg Capital U.S. Aggregate Bond Index is the most common index used to track the performance of investment grade bonds in the United States. ICE BofAML 3-Month T-Bill Index tracks the performance of the U.S. dollar denominated U.S. Treasury Bills publicly issued in the U.S. domestic market with a remaining term to final maturity of less than 3 months. S&P 500 Total Return Index is an index of 500 large capitalization companies in major industries. This total return index includes net dividends and is calculated by adding an indexed dividend return to the index price change for a given time period. Fees and/or transaction costs are not reflected. S&P 500 Index is a capitalization weighted unmanaged benchmark index that includes the stocks of 500 large capitalization companies in major industries. This total return index includes net dividends and is calculated by adding an indexed dividend return to the index price change for a given period. It is not possible to invest directly in an index.
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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