About LFMAX
LoCorr Macro Strategies Fund Class A is a mutual fund designed for capital appreciation in both rising and falling equity markets, with managing volatility as a secondary objective. It employs a multi-manager approach, combining four distinct investment managers specializing in managed futures strategies to achieve low correlation to nearly all asset classes, crisis alpha, and downside protection. The fund primarily gains exposure through derivatives such as futures contracts on short-term interest rates like 3 Month Euribor, SOFR, Euro Schatz, and Treasury notes, alongside holdings in U.S. Treasury securities and currency futures. Categorized in the Systematic Trend space with a large blend investment style, it holds a concentrated portfolio where the top 10 positions represent a significant portion, focused on government securities and derivatives. As a front-load share class, it caters to investors seeking alternative strategies within the managed futures and macro trading segments of the financial markets. LoCorr Macro Strategies Fund Class A, launched in 2011, supports diversification efforts in portfolios aiming for reduced equity market dependency.
Fund Family LoCorr Funds
Category Systematic Trend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol LFMAX
Share Class Class A
Index ICE BofA U.S. T-Bills 0-3 Months TR
LFMAX had a total return of 12.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.99%.
