LSPAX Mutual Fund

LSPAX Mutual Fund (LoCorr Spectrum Income Fund Cl A) is managed by LoCorr Funds with $20.6M in net assets. LSPAX expense ratio is 3.86%, holding 86 positions across sectors including Financials, Energy, Real Estate. 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 3.53%. LSPAX dividend yield stands at 7.31%, paid monthly.

LSPAX top holdings include Us Bank Mmda - Usbgfs 9 09/01/2037 (5.8%), Annaly Capital Management Inc (3.1%), Agnc Investment Corp. (2.8%), Cheniere Energy Partners Lp (2.5%), Energy Transfer (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.