LFMIX : LoCorr Macro Strategies Fund Class I

LFMIX is a Alternatives Market Future with HIGH fees.

LFMIX

LoCorr Macro Strategies Fund Class I

FI Score

42 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

42% FI Score
  • lfmix
  • Mutual Fund
  • Alternatives
  • Future

LoCorr Macro Strategies Fund Class I

Expenses: 1.99% (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
35.01% 90 Day Eurodollar Future June21
27.02% 2 Year Treasury Note Future June 20
13.61% 3 Month Sterling Short Sterling Future June 21
9.90% 5 Year Treasury Note Future June 20
9.20% Euro Bobl Future June 20
7.00% Long Gilt Future June 20
6.49% 90 Day Eurodollar Future Mar21
6.12% 90 Day Eurodollar Future Sept21
5.88% 90 Day Eurodollar Future Dec21
5.67% 90 Day Eurodollar Future Mar22

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