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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 6/30/2023
TickerYTD1 Year3 Year5 Year10 YearSince
Class ALCSAX-3.66%-2.91%5.57%4.84%7.59%4.25%
Class A (with load)LCSAX-9.24%-8.51%3.52%3.60%6.96%3.73%
Class CLCSCX-4.07%-3.55%4.82%4.08%6.80%3.45%
Class C (with load)LCSCX-5.03%-4.43%4.82%4.08%6.80%3.45%
Class ILCSIX-3.51%-2.66%5.83%5.10%7.87%4.51%
Fund Expense Ratios

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


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

Period Ending 3/31/2023
Class AClass CClass I
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$1,392,892,556
Top 10 Holdings as of 6/30/2023*
HoldingIssuerPercent of
Net Assets
Federal Farm Credit Banks Funding Corp.3133EP 0.65%
Bank of America Corp.06051G0.57%
Barclays Dryrock Issuance Trust06742L 0.38%
AerCap Global Aviation Trust00774M0.31%
Carvana Auto Receivables Trust14686M 0.29%
Citigroup Commercial Mortgage Trust17291H0.29%
BAMLL Commercial Mortgage Securities Trust05530S0.29%
Connecticut Avenue Securities Trust20754R 0.28%
Carvana Auto Receivables Trust14687K 0.27%
Citigroup, Inc.1729670.26%
Long/Short Commodities Strategy Fund
Quarterly Fund CommentaryDownload ↓
Fund Fact SheetDownload ↓
Manager Overview: Long/Short Commodities Strategy FundDownload ↓
The Case for Long/Short CommoditiesDownload ↓
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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