LSPIX Mutual Fund

LSPIX Mutual Fund (LoCorr Spectrum Income Fund Cl I) is managed by LoCorr Funds with $47.2M in net assets. LSPIX expense ratio is 3.61%, holding 86 positions across sectors including Financials, Energy, Materials. Inception date: 2013-12-31.

LSPIX performance shows a YTD return of 8.22%. The 1-year return is 12.71% and the 5-year return is 4.35%. LSPIX dividend yield stands at 7.87%, paid monthly.

LSPIX top holdings include Bought Pen Sold USD 20260409 (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 LSPIX holdings, LSPIX sectors, or LSPIX dividends.

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