U
Locorr Hedged Core Fund Class A LHEAX
NASDAQ
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Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
500
Front End Fee
6
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Phone Exchange, Wire Redemption
Top Holdings
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Performance
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Company Information
Provider
LoCorr Funds
Manager/Tenure
(Years)
Peter L. Agrimson (0), Harvey Beker (0), Pablo Calderini (0), 11 others
Address
LoCorr Funds
-
Country
United States
Phone Number
855-523-8637
Investment Strategy
The investment seeks capital appreciation in rising and falling equity and commodities markets with managing volatility as a secondary objective. The fund seeks to achieve its investment objectives by allocating its assets using three principal strategies: “Managed Futures” Strategy “Commodities” Strategy “Fixed Income” Strategy. The advisor will execute its Managed Futures and Commodities strategies primarily by investing up to 25% of its total assets (measured at the time of purchase) in a wholly-owned and controlled subsidiary.