LoCorr Managed Futures Strategy Fund

U.S. News evaluated 48 Managed Futures Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -5.32 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.9%
1 Year -5.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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. The fund is non-diversified.

Fees

Fees are High compared to funds in the same category.
LoCorr Managed Futures Strategy Fund has an expense ratio of 4.00 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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