LOTAX – LoCorr Market Trend A Investment Strategy | Morningstar

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Strategy

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: "Market Trend" Strategy and "Fixed Income" Strategy. The Market Trend strategy is a macro-oriented quantitative strategy that employs various investment techniques to select long and short positions in the global futures and foreign exchange markets. The Fixed Income strategy is designed to generate interest income and preserve principal by investing primarily in investment grade securities.

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
LOTIX	LoCorr Market Trend Fund Class I	Institutional	Open		—	Jun 30, 2014	$415.80M	1.810%	High	$100,000	$56.20M
LOTAX	LoCorr Market Trend Fund Class A	Front Load	Open		—	Jun 30, 2014	$18.58M	2.060%	High	$2,500	−$3.65M
LOTCX	LoCorr Market Trend Fund Class C	Level Load	Open		—	Jun 30, 2014	$9.19M	2.810%	High	$2,500	−$482,748.14

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