LoCorr Macro Strategies FundLFMAX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$1.6B
Expense ratio
2.00%
1-year return
+11.6%
3 years, a year
+4.9%
5 years, a year
+4.4%
Holdings
472
What it aims to do.
The Fund's primary investment objective is capital appreciation in rising and falling equity markets
Top 10 holdings.
| Holding | % of fund |
|---|---|
| US Treasury N/B | 8.02% |
| US Treasury N/B | 7.88% |
| US Treasury N/B | 5.82% |
| US Treasury N/B | 5.45% |
| US Bank Mmda - Usbgfs 9 | 4.11% |
| US Treasury N/B | 3.96% |
| US Treasury N/B | 3.00% |
| US Treasury N/B | 2.69% |
| Fannie Mae | 2.02% |
| US Treasury N/B | 1.75% |
More on LFMAX.
- LFMAX overview
- LFMAX holdings
- LFMAX risk
- LFMAX costs
- LFMAX money in and out
- LFMAX share classes
- Compare LFMAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.