LSAAX – LoCorr Strategic Allocation A Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund seeks to achieve its investment objectives by allocating its assets using three principal strategies Managed Futures Strategy, Equity Strategy, Fixed Income Strategy. The Adviser will pursue the fund’s investment objectives, in part, by utilizing its investment and risk management process.

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
LSAIX	LoCorr Strategic Allocation Fund Class I	Institutional	Open	—	—	Jan 8, 2025	$152.61M	1.590%	Above Average	$100,000	$91.09M
LSAAX	LoCorr Strategic Allocation Fund Class A	Front Load	Open	—	—	Jan 8, 2025	$3.65M	1.840%	Above Average	$2,500	$2.29M

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