Morningstar

LoCorr Funds Mutual Funds

View all of LoCorr Funds’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

LoCorr Funds Funds List

Share Class Type

1 to 17 of 17 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
LoCorr Long/Short Commodity Strats ALCSAXSystematic Trend—−1.66%842.360%HighFront Load$2,500
LoCorr Long/Short Commodity Strats CLCSCXSystematic Trend—−2.19%903.110%HighLevel Load$2,500
LoCorr Long/Short Commodity Strats ILCSIXSystematic Trend—−1.54%802.110%HighInstitutional$100,000
LoCorr Macro Strategies ALFMAXSystematic Trend5.82%212.140%HighFront Load$2,500
LoCorr Macro Strategies ILFMIXSystematic Trend6.10%181.890%HighInstitutional$100,000
LoCorr Market Trend ILOTIXSystematic Trend6.22%111.750%HighInstitutional$100,000
LoCorr Macro Strategies CLFMCXSystematic Trend5.32%292.890%HighLevel Load$2,500
LoCorr Market Trend ALOTAXSystematic Trend6.06%152.000%Above AverageFront Load$2,500
LoCorr Market Trend CLOTCXSystematic Trend5.50%192.750%Above AverageLevel Load$2,500
LoCorr Dynamic Opportunity ALEQAXLong-Short Equity6.04%772.240%HighFront Load$2,500
LoCorr Dynamic Opportunity CLEQCXLong-Short Equity5.41%832.990%HighLevel Load$2,500
LoCorr Dynamic Opportunity ILEQIXLong-Short Equity6.21%761.990%HighInstitutional$100,000
LoCorr Spectrum Income ALSPAXAggressive Allocation11.65%933.160%HighFront Load$2,500
LoCorr Spectrum Income CLSPCXAggressive Allocation10.98%963.910%HighLevel Load$2,500
LoCorr Spectrum Income ILSPIXAggressive Allocation11.76%912.910%HighInstitutional$100,000
LoCorr Hedged Core ALHEAXMacro Trading————2.240%HighFront Load$2,500
LoCorr Hedged Core ILHEIXMacro Trading————1.990%HighInstitutional$100,000

LoCorr Funds Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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