LoCorr Spectrum Income Fund Class C (LSPCX)

Overview

The fund is designed to cater to investors seeking both current income and potential capital appreciation by strategically allocating assets across various income-producing securities. It operates on an "Income" Strategy, which is masterminded by a sub-adviser committed to identifying and exploiting economic and market conditions to optimize investor returns. This approach emphasizes generating consistent income while also considering opportunities for growth, adjusting its portfolio composition as conditions and opportunities evolve. The fund's strategy is deeply analytical, focusing on the intricate balance between growth prospects and inflation effects, aiming to deliver a reliable income stream alongside capital growth potential to its investors.

Products and Services

• "Income" Strategy

  At the heart of the fund's offering is the "Income" Strategy, which focuses on generating current income for investors through judicious investment in income-producing securities. This strategy is versatile, adjusting to economic and market shifts to maximize returns. It capitalizes on the sub-adviser’s expert evaluation of various scenarios affecting growth, inflation, and overall market conditions, aiming to optimize the balance between immediate income and appreciation potential in the portfolio.

• Asset Allocation

  The fund's asset allocation is dynamic, reflecting the sub-adviser’s ongoing analysis and outlook on the economic environment. By shifting the composition of the portfolio in response to anticipated changes in market conditions, the fund seeks to harness optimal investment opportunities across different classes of securities. This active management approach is tailored to pursue the dual objectives of current income and capital appreciation, adapting to the evolving financial landscape to serve investors' best interests.