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Hedged Growth Sleeve

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

Objective

This sleeve is designed to offer diversification and equity to client portfolios.

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 Growth Sleeve has a long-term track record of delivering positive returns.

 

Performance SummaryPeriod ending 9/30/24
Since Common Inception*
YTD1 Year3 Year5 Year10 YearSince
Inception
Correlation
to Bbg Agg
Correlation
to S&P 500
Beta
Hedged Growth
(LFMIX 33 / LCSIX 33 / LEQIX 33)
3.70%3.17%2.57%4.48%5.07%5.31%0.020.510.18
Bloomberg U.S. Aggregate Bond Index4.45%11.57%-1.39%0.33%1.84%1.88%1.000.360.12

Gross expense ratios: LFMIX 1.89%, LCSIX 2.11%, LEQIX 2.28%.

Click here to view standardized performance for each fund.

Click here to view the Hedged Growth Sleeve Overview.

*Since common inception 6/1/13. 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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