Morningstar will cease qualitative research coverage of LoCorr Macro Strategies on or about April 17, 2018, in order to reallocate our analysts to research other strategies. At that time, the last Morningstar Analyst Rating and this research will be archived. After that date, please discontinue using the research report or former research reports issued by Morningstar on this fund. We recommend users form their own views on this fund or obtain financial advice.
LoCorr Macro Strategies A LFMAX
NAV / 1-Day Return
9.36
/
0.32
%
Total Assets
2.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
2.150%
Expense Ratio
2.150%
Fee Level
High
Longest Manager Tenure
11.27
years
Category
Systematic Trend
Alt Style Correlation / Relative Volatility
Low / MediumMin. Initial Investment
2,500
Status
Open
TTM Yield
4.22%
Turnover
75%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LFMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.