LSPAX Mutual Fund

LSPAX Mutual Fund (LoCorr Spectrum Income Fund Cl A) is managed by LoCorr Funds with $20.4M in net assets. LSPAX expense ratio is 3.86%, holding 86 positions across sectors including Financials, Energy, Materials. Inception date: 2013-12-31.

LSPAX performance shows a YTD return of 7.79%. The 1-year return is 12.29% and the 5-year return is 3.92%. LSPAX dividend yield stands at 7.56%, paid monthly.

LSPAX top holdings include Us Bank Mmda - Usbgfs 9 (5.1%), Annaly Capital Management Inc. (3.2%), Ares Capital Corp (2.8%), Blackstone Secured Lending Fund (2.7%), Invesco Mortgage Capital Inc. COM (2.4%). Go to all LSPAX holdings, LSPAX sectors, or LSPAX dividends.

LSPAX can be compared against other funds. Use LSPAX overlap to find shared positions, or LSPAX vs another fund for a side-by-side view. LSPAX alternatives are available via the screener, along with tax-loss harvesting opportunities.