LFMIX Mutual Fund
LFMIX Mutual Fund
LFMIX Mutual Fund
LoCorr Macro Strategies Fund Class I
LFMIX Mutual Fund Overview
LFMIX Mutual Fund (LoCorr Macro Strategies Fund Class I) is managed by LoCorr Funds with $1.67B in net assets. LFMIX expense ratio is 1.75%, holding 472 positions across sectors including Financials, Consumer Staples, Real Estate. Inception date: 2011-03-24.
LFMIX performance shows a YTD return of 7.44%. The 1-year return is 11.70% and the 5-year return is 4.32%. LFMIX dividend yield stands at 2.89%, paid annually.
LFMIX top holdings include United States Treasury Note/bond (8.0%), United States Treasury Note 2029-02-28 (7.9%), Us Bank Mmda - Usbgfs 9 (4.1%), Federal National Mortgage Association (2.0%), Morgan Stanley Pvt Bank Sr Unsecured 11/31 Var (1.7%). Go to all LFMIX holdings, LFMIX sectors, or LFMIX dividends.
LFMIX can be compared against other funds. Use LFMIX overlap to find shared positions, or LFMIX vs another fund for a side-by-side view. LFMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.