MINNEAPOLIS--(BUSINESS WIRE)--On February 8, 2016, LoCorr Fund Management reached the remarkable milestone of $2 billion in assets under management, just over five years since the company’s inception. The firm was founded to design and offer low-correlating investments that have the potential to reduce risk and increase return in portfolios. LoCorr is committed to providing liquid investment alternatives that can produce returns independent of those generated by traditional asset classes, such as stocks and bonds.
“We are thrilled to reach this incredible milestone,” said Kevin Kinzie, CEO of LoCorr Funds. “Our dedication and commitment to delivering education and solutions that provide portfolio diversification to our clients have been critical in propelling us to this achievement.”
Reaching this landmark, with firm assets doubling in the last 10 months, affirms the need for low-correlating strategies in the retail investment market and a commitment to educating clients and advisors to the potential benefits of these strategies.
“Moving forward we will remain committed to increasing awareness and understanding of the important role low correlating assets can play in helping clients achieve their goals. We will also continue to explore new solutions to further expand our suite of alternative offerings,” said Kinzie.
About LoCorr Funds
LoCorr Funds today is well known for educating
advisors and investors about the potential advantages of including
alternative investments in portfolios. The LoCorr suite of alternative
investment vehicles includes the LoCorr Managed Futures Strategy Fund,
LoCorr Long/Short Commodities Strategy Fund, LoCorr Long/Short Equity
Fund, LoCorr Spectrum Income Fund, LoCorr Market Trend Fund, and LoCorr
Multi-Strategy Fund.
Since its founding, LoCorr Funds has promoted the use of low-correlating investment strategies for the potential of enhancing returns, and helping to reduce risk in portfolios. Through its strong distribution network, the firm remains well positioned for continued growth as investors demand alternatives to traditional investments to help achieve portfolio diversification. LoCorr Funds is headquartered in Excelsior, MN. For more information, please visit www.LoCorrFunds.com, www.LoCorrFundManagement.com, or call 1.888.628.2887.
The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by calling 1.855.LCFUNDS, or visiting www.LoCorrFunds.com. Read it carefully before investing.
Mutual fund investing involves risk. Principal loss is possible. The Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. Therefore, the Fund is more exposed to an individual investment’s volatility than a diversified fund. The Fund invests in foreign investments and foreign currencies which involve greater volatility and political, economic and currency risks and differences in accounting methods. The Fund may make short sales of securities, which involves the risk that losses may exceed the original amount invested. Investing in commodities may subject the Fund to greater risks and volatility as commodity prices may be influenced by a variety of factors including unfavorable weather, environmental factors, and changes in government regulations. The Fund may invest in derivative securities, which derive their performance from the performance of an underlying asset, index, interest rate or currency exchange rate. Derivatives can be volatile and involve various types and degrees of risks, and, depending upon the characteristics of a particular derivative, suddenly can become illiquid. Derivative contracts ordinarily have leverage inherent in their terms which can magnify the Fund’s potential for gains or losses through increased long and short position exposure. The Fund may access derivatives via a swap agreement. A risk of a swap agreement is the risk that the counterparty to the agreement will default on its obligation to pay the Fund. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investments in Asset Backed, Mortgage Backed, and Collateralized Mortgage Backed Securities include additional risks that investors should be aware of such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. The LoCorr Market Trend Fund is new and has limited performance history.
One cannot invest directly in an index.
Correlation measures how much the returns of two investments move together over time.
Diversification does not assure a profit nor protect against loss in a declining market.
The LoCorr Funds are distributed by Quasar Distributors, LLC.
© 2016 LoCorr Funds
