Locorr Market Trend Fund Quote
| LOTIX Fund | USD 11.08 0.08 0.73% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Locorr Market is trading at 11.08 as of the 25th of December 2024; that is 0.73 percent increase since the beginning of the trading day. The fund's open price was 11.0. Locorr Market has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of January 2023 and ending today, the 25th of December 2024. Click here to learn more.
The fund seeks to achieve its investment objectives by allocating its assets using two principal strategies Market Trend Strategy and Fixed Income Strategy. The Market Trend strategy is a macro-oriented quantitative strategy that employs various investment techniques to select long and short positions in the global futures and foreign exchange markets. More on Locorr Market Trend
Moving together with Locorr Mutual Fund
Locorr Mutual Fund Highlights
| Fund Concentration | LoCorr Funds, Large Blend Funds, Systematic Trend Funds, Systematic Trend, LoCorr Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Locorr Market Trend [LOTIX] is traded in USA and was established 25th of December 2024. Locorr Market is listed under LoCorr Funds category by Fama And French industry classification. The fund is listed under Systematic Trend category and is part of LoCorr Funds family. This fund now has accumulated 512.13 M in assets with minimum initial investment of 100 K. Locorr Market Trend is currently producing year-to-date (YTD) return of 5.68% with the current yeild of 0.03%, while the total return for the last 3 years was 7.08%.
Check Locorr Market Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Locorr Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Locorr Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Locorr Market Trend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Locorr Market Top Holders
| TALTX | Morgan Stanley Pathway | Mutual Fund | Multistrategy |
Locorr Market Trend Risk Profiles
| Mean Deviation | 0.6094 | |||
| Standard Deviation | 0.7854 | |||
| Variance | 0.6168 | |||
| Risk Adjusted Performance | (0) |
Locorr Market Against Markets
Other Information on Investing in Locorr Mutual Fund
Locorr Market financial ratios help investors to determine whether Locorr Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Locorr with respect to the benefits of owning Locorr Market security.
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| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |