LSPIX Mutual Fund

LSPIX Mutual Fund (LoCorr Spectrum Income Fund Cl I) is managed by LoCorr Funds with $47.5M in net assets. LSPIX expense ratio is 3.61%, holding 86 positions across sectors including Financials, Energy, Real Estate. 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 3.82%. LSPIX dividend yield stands at 7.63%, paid monthly.

LSPIX 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 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.