This sleeve is equally weighted between LoCorr Macro Strategies Fund (LFMIX) and LoCorr Long/Short Commodities Strategy Fund (LCSIX), rebalanced monthly.
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This sleeve is designed to offer diversification, plus a buffer against inflation to client portfolios.
(%) Daily performance
(%) Month-to-date performance
(%YTD) Year-to-date performance
The Hedged Core blend may be well-positioned to provide strong diversification, while seeking to deliver a buffer against inflation. This blend of funds seeks to provide low correlation to nearly all asset classes, a differentiated return stream and crisis alpha.
The addition of a low-correlating sleeve provides the potential for a return stream independent of equities and fixed income and a more balanced portfolio. The Hedged Core Sleeve has a long-term track record of delivering positive returns.
The pie chart on the left represents a hypothetical allocation of 10-30% away from stocks and bonds to low-correlating assets.
| YTD | 1 Year | 3 Year | 5 Year | 10 Year | Since Inception | Correlation to BBg Agg | Correlation to S&P 500 | Beta | |
|---|---|---|---|---|---|---|---|---|---|
| Hedged Core (LFMIX 50 / LCSIX 50) | 1.83% | -3.15% | 0.05% | 2.90% | 4.37% | 3.55% | -0.01 | -0.10 | -0.05 |
| Bloomberg U.S. Aggregate Bond Index | 2.78% | 4.88% | 0.52% | -0.40% | 1.46% | 1.83% | 1.00 | 0.34 | 0.11 |
Gross expense ratios: LFMIX 1.89%, LCSIX 2.11%.
Click here to view standardized performance for each fund.
Click here to view the Hedged Core Sleeve Overview.
*Since common inception 1/1/12. Returns are annualized for periods greater than one year.
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 funds 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.
Correlation dynamics have shifted over time, impacting the effectiveness of traditional diversification approaches. Rebalancing to include low-co...
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LFMIX performance since Fund inception (3/24/11) through 3/31/25 was 2.59%. *Since common inception 1/1/12. Returns are annualized for periods greater than one year. Investment performance reflects fee waivers in effect. In the absence of such waivers, total return would be reduced. Performance as of 3/31/25, S&P 500 Total Return Index: 8.25% 1-Year, 18.59% 5-Year, 10.98% since inception. Past Performance is not a guarantee of future results. Source: Morningstar and LoCorr Funds
Mutual fund investing involves risk. Principal loss is possible. The Funds invests in foreign investments which involve greater volatility and political, economic and currency risks and differencesin accounting methods. 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. 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. Derivative contracts ordinarily have leverage inherent in their terms which can magnify the Fund’s potential for gains or losses through increased long and short position exposure. The Funds may access derivatives via a swap agreement. A risk of a swap agreement is the risk that the counterparty to the agreement will default on its obligation to pay the Funds. The Fund will incur a loss as a result of a short position if the price of the short position instrument increases in value between the date of the short position sale and the date on which an offsetting position is purchased. Underlying Funds are subject to management and other expenses, which will be indirectly paid by the Fund.
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.
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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Sleeve Overview 
