LFMCX : LoCorr Macro Strategies Fund Class C

LFMCX is a Alternatives Market Future with HIGH fees.

LFMCX

LoCorr Macro Strategies Fund Class C

FI Score

32 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

32% FI Score
  • lfmcx
  • Mutual Fund
  • Alternatives
  • Future

LoCorr Macro Strategies Fund Class C

Expenses: 2.99% (Better than 0% of similar funds)

This is a bad choice for a Future Alternatives fund. See why ยป

Fund Summary

The investment seeks capital appreciation in rising and falling equity markets with managing volatility as a secondary objective. The fund seeks to achieve its investment objectives by allocating its assets using two principal strategies: "Managed Futures" Strategy and "Fixed Income" Strategy. The Managed Futures strategy is designed to produce capital appreciation by capturing returns related to the commodity and financial markets. The Fixed Income strategy is designed to generate interest income and preserve principal by investing primarily in investment grade securities.

Largest Holdings

Amount Holding
27.02% 2 Year Treasury Note Future June 20
9.90% 5 Year Treasury Note Future June 20
9.20% Euro Bobl Future June 20
7.00% Long Gilt Future June 20
4.95% iShares MSCI EM ESG Enhanced ETF USD Acc
4.89% 10 Year Government of Canada Bond Future June 20
3.61% United States Treasury Notes 1.5%
3.14% Euro Bund Future June 20
2.65% 10 Year Australian Treasury Bond Future June 20
2.58% United States Treasury Notes 1.88%
2.43% Gold Future June 20
2.28% United States Treasury Notes 2.88%
2.09% 3 Year Australian Treasury Bond Future June 20
2.04% 10 Year Treasury Note Future June 20
1.96% Copper Future June 20
1.95% E-mini Nasdaq 100 Future June 20
1.88% United States Treasury Notes 1.5%
1.84% Euro Schatz Future June 20
1.76% United States Treasury Notes 2.5%
1.76% Federal Home Loan Banks 3.25%
1.68% US Treasury Bond Future June 20
1.56% Federal Home Loan Banks 2.13%
1.54% United States Treasury Notes 1.75%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo