Locorr Hedged Core Fund Class A LHEAX Strategy

Strategy

The investment seeks capital appreciation in rising and falling equity and commodities markets with managing volatility as a secondary objective. The fund seeks to achieve its investment objectives by allocating its assets using three principal strategies: “Managed Futures” Strategy “Commodities” Strategy “Fixed Income” Strategy. The advisor will execute its Managed Futures and Commodities strategies primarily by investing up to 25% of its total assets (measured at the time of purchase) in a wholly-owned and controlled subsidiary.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
LHEIX
Locorr Hedged Core Fund Class IInstitutionalOpen——$325.49M1.980%High$100,000$85.43M
LHEAX
Locorr Hedged Core Fund Class AFront LoadOpen——$37.66M2.230%High$2,500$11.74M

Sponsor Center