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Investment Solutions  /  Blended Solutions  /  Hedged Core Sleeve

Hedged Core Sleeve

This sleeve is equally weighted between LoCorr Macro Strategies Fund (LFMIX) and LoCorr Long/Short Commodities Strategy Fund (LCSIX), rebalanced monthly.

Objective

This sleeve is designed to offer diversification, plus a buffer against inflation to client portfolios.

Pie chart of stocks, bonds and sleeve of low-correlating solutions

Low-Correlating Sleeve Allocation

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.

 

Performance Summary Period ending 12/31/22
Since Common Inception*
YTD1 Year3 Year5 Year10 YearSince
Inception
Correlation
to S&P 500
Beta
Hedged Core
(LFMIX 50 / LCSIX 50)
10.79%10.79%8.68%6.75%6.40%4.68%-0.08-0.04
Bloomberg US Aggregate Bond Index-13.01%-13.01%-2.71%0.02%1.06%1.34%0.240.07

Click here to view standardized performance for each fund.

*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.

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