LOTIX Mutual Fund
LOTIX Mutual Fund
NAV$14.43
AUM$420M
TER1.81%
Holdings222
See how much of LOTIX you already own
LOTIX Mutual Fund
NAV$14.43
LoCorr Market Trend Fund Class I
AUM$420M
TER1.81%
Holdings222
See how much of LOTIX you already own
LOTIX Mutual Fund Sector Allocation
LOTIX sector allocation breaks down across Financials (41.5%), Consumer Staples (2.1%), Health Care (1.8%), Real Estate (1.7%), Industrials (0.8%). Across 222 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
LOTIX sector exposure is important for understanding concentration risk. With Financials at 41.5%, the fund has significant sector concentration.
LOTIX by country shows geographic exposure. LOTIX overlap reveals how sector exposure compares with other funds.