Locorr Macro Strategies Fund Quote
| LFMCX Fund | USD 7.13 0.03 0.42% |
PerformanceOK
| Odds Of DistressLow
|
Locorr Macro is trading at 7.13 as of the 19th of July 2025; that is 0.42 percent increase since the beginning of the trading day. The fund's open price was 7.1. Locorr Macro has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund seeks to achieve its investment objectives by allocating its assets using two principal strategies Managed Futures Strategy and Fixed Income Strategy. The Managed Futures strategy is designed to produce capital appreciation by capturing returns related to the commodity and financial markets. More on Locorr Macro Strategies
Moving together with Locorr Mutual Fund
Locorr Mutual Fund Highlights
| Fund Concentration | LoCorr Funds, Large Blend Funds, Systematic Trend Funds, Systematic Trend, LoCorr Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Locorr Macro Strategies [LFMCX] is traded in USA and was established 19th of July 2025. Locorr Macro is listed under LoCorr Funds category by Fama And French industry classification. The fund is listed under Systematic Trend category and is part of LoCorr Funds family. This fund now has accumulated 2.02 B in assets with no minimum investment requirementsLocorr Macro Strategies is currently producing year-to-date (YTD) return of 0.14% with the current yeild of 0.02%, while the total return for the last 3 years was -1.43%.
Check Locorr Macro Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Locorr Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Locorr Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Locorr Macro Strategies Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Locorr Macro Strategies Mutual Fund Constituents
| AGPXX | Invesco Short Term Investments | Money Market Fund | US Money Market Fund |
Locorr Macro Strategies Risk Profiles
| Mean Deviation | 0.1878 | |||
| Standard Deviation | 0.2359 | |||
| Variance | 0.0556 | |||
| Downside Variance | 0.066 |
Locorr Macro Against Markets
Other Information on Investing in Locorr Mutual Fund
Locorr Macro financial ratios help investors to determine whether Locorr Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Locorr with respect to the benefits of owning Locorr Macro security.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |