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LOTAX LoCorr Market Trend A

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Fund LOTAX LoCorr Market Trend A AHLPX American Beacon AHL Mgd Futs Strat Inv  
Similarity
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100% 85%
Annual Fees
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$210.75
(2.07% Exp. Ratio)
$196.50
(1.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.81% annual return
$9,150.70 $9,551.40
Est. savings over 30 yrs +$400.70
Return
As of 10/31/16
1 YR RETURN -6.04%
3 YR --
5 YR --
10 YR --
1 YR RETURN -4.49%
3 YR --
5 YR --
10 YR --
Description
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 the Market Trend strategy and the 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. It is non-diversified.
The investment seeks capital growth. The fund seeks to achieve its investment objective by implementing a quantitative trading strategy and systematic investment process designed to capitalize on price trends in a broad range of global markets including stock indices, bonds and bond futures, currency and currency futures, and interest rates by utilizing derivative instruments. It invests primarily in futures, bonds, currency, options and forward contracts. The fund also may invest in warrants, swaps and other types of derivative instruments linked to stock indices, currencies, bonds, interest rates and commodity instruments. It is non-diversified.

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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.

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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

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