LFMIX Mutual Fund
LFMIX Mutual Fund
LoCorr Macro Strategies Fund Class I
LFMIX Mutual Fund Overview
LFMIX Mutual Fund (LoCorr Macro Strategies Fund Class I) is managed by LoCorr Funds with $1.62B in net assets. LFMIX expense ratio is 1.75%, holding 429 positions across sectors including Financials, Other, Consumer Staples. Inception date: 2011-03-24.
LFMIX performance shows a YTD return of 9.10%. The 1-year return is 13.72% and the 5-year return is 4.38%. LFMIX dividend yield stands at 2.87%, paid annually.
LFMIX top holdings include U.S. Treasury Note 4.25 02/28/2029 (8.0%), United States Treasury Note/bond (6.5%), Forward Foreign Currency Contract (4.0%), Federal National Mortgage Association (2.2%), Usa, Notes 4.125% 15Feb2027 (2.0%). View all LFMIX holdings, sector breakdown, or dividend history.
LFMIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.