LoCorr Macro Strategies FundLFMIX

MUTUAL FUNDLoCorr
Type
Mutual fund
Peer group
Taxable bond
Net assets
$1.6B
Expense ratio
1.75%
1-year return
+11.9%
3 years, a year
+5.2%
5 years, a year
+4.7%
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/B8.02%
US Treasury N/B7.88%
US Treasury N/B5.82%
US Treasury N/B5.45%
US Bank Mmda - Usbgfs 94.11%
US Treasury N/B3.96%
US Treasury N/B3.00%
US Treasury N/B2.69%
Fannie Mae2.02%
US Treasury N/B1.75%

More on LFMIX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.