LFMAX Mutual Fund (LoCorr Macro Strategies Fund Class A) is managed by LoCorr Funds with $53.1M in net assets. LFMAX expense ratio is 2.00%, holding 429 positions across sectors including Financials, Other, Consumer Staples. Inception date: 2011-03-22.

LFMAX performance shows a YTD return of 7.20%. The 1-year return is 13.31% and the 5-year return is 4.11%. LFMAX dividend yield stands at 2.69%, paid annually.

LFMAX top holdings include U.S. Treasury Note 4.25 02/28/2029 (8.0%), United States Treasury Note/bond (6.5%), Goldman Sachs Group Inc (Fxd-Frn) 4.153 10/21/2029 (4.0%), Federal National Mortgage Association (2.2%), Usa, Notes 4.125% 15Feb2027 (2.0%). View all LFMAX holdings, sector breakdown, or dividend history.

LFMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.