LoCorr Spectrum Income Fund Class A (LSPAX)

Overview

The fund focuses on achieving its investment objectives by primarily allocating its assets among income-producing securities following an "Income" Strategy. This approach is designed to produce current income and capital appreciation. Under the guidance of its sub-adviser, the fund implements this strategy by dynamically adjusting its portfolio composition. This adjustment is based on continuous evaluations of economic and market conditions with an emphasis on understanding the impacts of growth prospects and inflation on potential returns from various classes of securities. Such an adaptive investment strategy allows the fund to navigate through changing market landscapes, aiming to optimize returns for its investors.

Products and Services

• "Income" Strategy

  At the heart of the fund's investment approach lies the "Income" Strategy, meticulously crafted to generate current income alongside capital appreciation. This dual focus is vital for investors seeking not only the immediate financial gains but also long-term asset growth. The strategy's success hinges on the sub-adviser's ability to accurately assess and act upon economic indicators and market trends that influence income-producing securities.