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LSPCX LoCorr Spectrum Income C

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Fund LSPCX LoCorr Spectrum Income C FBPBX FBP Appreciation & Income Opportunities PCAFX Prospector Capital Appreciation  
Similarity
?
100% 85% 87%
Annual Fees
?
$414.65
(3.96% Exp. Ratio)
$113.09
(1.08% Exp. Ratio)
$137.17
(1.31% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.71% annual return
$11,838.49 $28,724.67 $26,787.14
Est. savings over 30 yrs +$16,886.18 +$14,948.65
Return
As of 12/31/16
1 YR RETURN 5.88%
3 YR -2.98%
5 YR --
10 YR --
1 YR RETURN 15.36%
3 YR 3.72%
5 YR 9.46%
10 YR 3.55%
1 YR RETURN 14.68%
3 YR 5.21%
5 YR 7.97%
10 YR --
Description
The investment seeks current income with capital appreciation as a secondary objective. The fund seeks to achieve its investment objectives by allocating its assets primarily among income-producing securities using two principal strategies: "Income" Strategy and "Loan Investment" Strategy. The Adviser will seek to invest in underlying funds that generate a low volatility income stream of attractive and consistent cash distributions. The Adviser's focus on underlying funds that originate and acquire debt and debt-like instruments will emphasize the payment of current returns to investors and the preservation of invested capital. It is non-diversified.
The investment seeks long term capital appreciation and current income, assuming a moderate level of investment risk. The fund seeks to achieve its objectives by investing in a portfolio of both equity and fixed income securities. Fixed income securities include corporate debt obligations, U.S. government obligations and shares of ETFs that invest primarily in corporate debt obligations and U.S. government obligations.
The investment seeks capital appreciation. Under normal market conditions, the fund invests primarily in a variety of equity and equity-related securities, including common stocks, convertible preferred and convertible debt securities. The Advisor attempts to buy investments priced to generate long-term total returns significantly above those of general stock indices and U.S. treasuries. Using a value orientation, the Investment Manager will invest in positions in the United States and other developed markets. The fund will invest without regard to market capitalization.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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