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Investment Solutions  /  Mutual Funds  /  Long/Short Commodities Strategy Fund

Long/Short Commodities Strategy Fund

A multi-manager commodities strategy with the flexibility to take both long and short positions in global commodity markets.

Investment Objective

The Fund's primary investment objective is capital appreciation in rising and falling commodities markets, with managing volatility as a secondary objective.

Period Ending 12/31/2022
TickerYTD1 Year3 Year5 Year10 YearSince
Inception
Class ALCSAX5.84%5.84%9.96%7.48%7.27%4.87%
Class A (with load)LCSAX-0.29%-0.29%7.83%6.22%6.63%4.31%
Class CLCSCX5.03%5.03%9.11%6.67%6.45%4.06%
Class C (with load)LCSCX4.08%4.08%9.11%6.67%6.45%4.06%
Class ILCSIX6.06%6.06%10.20%7.75%7.54%5.13%
Fund Expense Ratios

Long/Short Commodities Strategy Fund: Fund Total and Net Expense

A2.47%
C3.22%
I2.22%

Inception Dates: Class A shares 12/30/2011; Class C shares 12/30/2011; Class I shares 12/30/2011

Period Ending 12/31/2022
Class AClass CClass I
TickerLCSAXLCSCXLCSIX
Inception Date1/1/20121/1/20121/1/2012
Minimum Investment$2,500$2,500$100,000
Subsequent Investment$500$500$500
Gross Expense Ratio2.47%3.22%2.22%
Total Fund Net Assets$1,358,040,811
Top 10 Holdings as of 12/31/2022*
HoldingIssuerPercent of
Net Assets
Bank of America Corp.06051G0.88%
AerCap Global Aviation Trust00774M0.47%
Citigroup, Inc.1729670.40%
Carvana Auto Receivables Trust14686M 0.27%
BAMLL Commercial Mortgage Securities Trust05530S0.27%
Citigroup Commercial Mortgage Trust17291H 0.27%
Carvana Auto Receivables Trust14687K 0.25%
BX Commercial Mortgage Trust05609K 0.23%
BX Commercial Mortgage Trust12434F 0.21%
Baxter International, Inc.071813 0.18%
Long/Short Commodities Strategy Fund
Materials
Quarterly Fund CommentaryDownload ↓
Fund Fact SheetDownload ↓
Reports
ProspectusDownload ↓
Statement of Additional InformationDownload ↓
Semi-Annual ReportDownload ↓
Annual ReportDownload ↓
Forms and Applications
Regular Account ApplicationDownload ↓
IRA Account ApplicationDownload ↓
Entity Account ApplicationDownload ↓
Certification of Beneficial OwnersDownload ↓
IRA Transfer/Rollover FormDownload ↓
IRA DisclosureDownload ↓
Documents and Privacy
Privacy PolicyDownload ↓
LoCorr Funds Tax Insert 2022Download ↓
LoCorr Funds Tax Insert 2021Download ↓
LoCorr Funds Tax Insert 2020Download ↓
LoCorr Funds Tax Insert 2019Download ↓
LoCorr Funds Tax Insert 2018Download ↓
LoCorr Funds Tax Insert 2017Download ↓
LoCorr Funds Tax Insert 2016 Download ↓
Annual Capital Gains and Dividend Distributions - 2022Download ↓
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