LoCorr Market Trend Fund Class A (LOTAX)

Overview

The company operates within the financial sector, focusing on investment strategies that cater to both capital appreciation and income generation. Its dual strategy approach leverages the dynamics of the commodities markets for capital growth while seeking to ensure principal preservation and income production through investment in high-grade fixed income securities. This dual approach aims to offer investors a diversified portfolio that balances potential profits from commodities trading with the stability and steady income provided by investment-grade bonds.

Products and Services

• Commodities Strategy

  This strategy focuses on capital appreciation by capturing returns related to the commodities markets. The approach typically involves trading in physical commodities or financial instruments that are commodities-based, such as futures or options. The goal is to take advantage of the price movements in the commodities sector, which can be influenced by factors such as global economic trends, geopolitical events, and supply and demand dynamics.

• Fixed Income Strategy

  Designed to generate interest income while preserving principal, this strategy primarily invests in investment-grade securities. These securities, which include government bonds, corporate bonds, and other debt instruments, are chosen for their potential to provide stable and predictable returns. The focus on investment-grade items means prioritizing securities with a lower risk of default, aiming to ensure a steady income stream and safeguard the investment principal against significant losses.