Assets Under Management AUM

LoCorr funds reach $3 billion in assets under management

LoCorr Funds

MINNEAPOLIS, April 11, 2022 (GLOBE NEWSWIRE) — LoCorr Funds, a leader in low-correlation alternative investments, has achieved a major milestone in its 10-year history. The company has exceeded $3 billion in assets under management, with assets growing approximately 50% since the start of 2021. LoCorr offers investment solutions designed for financial professionals and individual investors who seek to achieve greater diversification and reduced risk potential within their portfolios.

“We are thrilled to have reached this incredible milestone,” said Kevin Kinzie, CEO of LoCorr Funds. “Our commitment to providing training and solutions that enable our clients to diversify their portfolio has been key in propelling us to this achievement.”

With rising inflation, commodity volatility, rising interest rates and the war in Ukraine weighing heavily on investors’ minds, the appetite for low-correlation solutions in the l retail investment continues to grow. LoCorr remains committed to increasing awareness and understanding of the important role these solutions can play in helping investors achieve their goals, and will continue to explore new solutions to further expand our range of alternative offerings.

Another significant event for the Cabinet was its LoCorr Long/Short Commodities Strategy Fund (LCSAX, LCSCX, LCSIX) exceeding $1 billion in assets under management. The Fund is a multi-manager commodity strategy with the ability to take long and short positions in global commodity markets. The Fund seeks to provide portfolio diversification through low correlation to traditional markets and has the potential for profit during the rise and fall of commodity markets.

About LoCorr Funds
LoCorr Funds is well known for educating financial advisors and investors on the potential benefits of including alternative low correlation strategies in portfolios. LoCorr’s product suite includes the LoCorr Macro Strategies Fund; LoCorr Long/Short Commodities Strategy Fund; LoCorr Market Trend Fund; LoCorr Dynamic Equity Fund; and LoCorr Spectrum Income Fund.

The company was founded on the belief that non-traditional investment strategies, with low correlation to stocks and bonds, can reduce risk and help increase portfolio returns. LoCorr offers investment solutions that offer the potential for positive returns in both bull and bear markets, while helping to diversify investment portfolios. LoCorr Funds is headquartered in Excelsior, MN.

Media contact: Kristen Anderson, Marketing and Communications, 952.767.6908

The Fund’s investment objectives, risks, charges and expenses should be considered carefully before investing. The prospectus contains this and other important information about the investment company, and can be obtained by calling 1.855.LCFUNDS or visiting Read it carefully before investing.

Investing in a mutual fund involves risk. Main loss is possible. Non-diversified investments may concentrate assets in fewer individual holdings than diversified investments. Therefore, investments are more exposed to the volatility of individual stocks than diversified funds. The Funds invest in foreign investments and foreign currencies which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater for emerging markets. The Funds may engage in short selling of securities, which involves the risk that losses may exceed the amount originally invested. Investing in commodities may expose the Sub-Funds to increased risk and volatility, as commodity prices may be influenced by a variety of factors, including adverse weather conditions, environmental factors and changes in government regulations. The Sub-Funds may invest in derivative securities, which derive their performance from the performance of an underlying asset, an index, an interest rate or an exchange rate. Derivatives can be volatile and involve various types and degrees of risk and, depending on the characteristics of a particular derivative, can suddenly become illiquid. Investments in debt securities generally lose value when interest rates rise. This risk is generally higher for longer-term debt securities. Investments in asset-backed, mortgage-backed and mortgage-backed securities involve additional risks of which investors should be aware, such as credit risk, prepayment risk, illiquidity and possible defaults, as well as increased sensitivity to adverse economic developments. Investments in small and mid capitalization companies involve additional risks such as limited liquidity and greater volatility. Investments in lower rated and unrated securities present a greater risk of loss of principal and interest than higher rated securities. Investments in ETFs are subject to investment advice and other fees, which will be paid indirectly by the Funds. Accordingly, the cost of investing in the Funds will be higher than the cost of investing directly in ETFs and may be higher than other mutual funds that invest directly in stocks and bonds. ETFs are subject to specific risks, depending on the nature of the ETF. A Sub-Fund’s real estate portfolio may be significantly impacted by the performance of the real estate market in general, and the Sub-Fund may be exposed to higher risk and experience higher volatility than a more economically diversified portfolio. Property values ​​may decline due to increased vacancy rates or lower rents resulting from economic, legal, cultural or technological developments. Investments in limited partnerships (including master limited partnerships) involve different risks than an investment in common stock, including risks relating to limited control and limited voting rights on matters affecting the Partnership, risks relating to potential conflicts of interest between the Limited Partnership and the General Partner of the Limited Partnership, cash flow risks, tax risks, dilution risks and risks relating to the right to general partner’s limited purchase. The underlying funds are subject to management fees and other expenses, which will be paid indirectly by the Fund. Investments in real estate investment trusts (REITs) involve additional risks such as declining real estate values ​​and increased sensitivity to adverse economic or regulatory developments.

Correlation measures how well the returns of two investments move together over time. Diversification does not guarantee profit or protect against loss in a declining market.

LoCorr Funds are distributed by Quasar Distributors, LLC.

© 2022 LoCorr Fund