LoCorr Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return1.67-2.933.49-6.4711.90
    Category Average-1.15-3.113.34-6.0810.79
    Assets for Each Yr*1.602.231.701.261.35
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 11.90 0.64 1.61

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,351 mil $2,500 19.23 80.77
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    LoCorr Spectrum Inco Steven C. Carhart 4.60
    LoCorr Dynamic Equit Jon C. Essen 4.20
    LoCorr Market Trend Pablo Calderini 3.80
    LoCorr Long/Short Co Jon C. Essen 3.70
    LoCorr Macro Strateg Jon C. Essen 3.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    LoCorr Long/Short Co Jon C. Essen 3.70
    LoCorr Macro Strateg Jon C. Essen 3.70
    LoCorr Market Trend Pablo Calderini 3.80
    LoCorr Dynamic Equit Jon C. Essen 4.20
    LoCorr Spectrum Inco Steven C. Carhart 4.60