Locorr Dynamic Equity Fund Quote
| LEQCX Fund | USD 11.86 0.01 0.08% |
Performance19 of 100
| Odds Of DistressLess than 16
|
Locorr Dynamic is trading at 11.86 as of the 28th of November 2024; that is 0.08 percent increase since the beginning of the trading day. The fund's open price was 11.85. Locorr Dynamic has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Locorr Dynamic Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests in long or short positions in equity securities of domestic and foreign companies. The managers define equity securities as common stocks, preferred stocks and debt securities that are convertible into stock. More on Locorr Dynamic Equity
Moving against Locorr Mutual Fund
Locorr Mutual Fund Highlights
| Thematic Idea | Consumer Funds (View all Themes) |
| Fund Concentration | LoCorr Funds, Large Funds, Long-Short Equity Funds, Consumer Funds, Long-Short Equity, LoCorr Funds, Large, Long-Short Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Locorr Dynamic Equity [LEQCX] is traded in USA and was established 28th of November 2024. Locorr Dynamic is listed under LoCorr Funds category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of LoCorr Funds family. The entity is thematically classified as Consumer Funds. This fund now has accumulated 83.79 M in assets with no minimum investment requirementsLocorr Dynamic Equity is currently producing year-to-date (YTD) return of 8.44%, while the total return for the last 3 years was 0.01%.
Check Locorr Dynamic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Locorr Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Locorr Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Locorr Dynamic Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Locorr Dynamic Equity Mutual Fund Constituents
| TPB | Turning Point Brands | Stock | Consumer Staples | |
| SF | Stifel Financial | Stock | Financials | |
| NXST | Nexstar Broadcasting Group | Stock | Communication Services | |
| GPK | Graphic Packaging Holding | Stock | Materials | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| FND | Floor Decor Holdings | Stock | Consumer Discretionary | |
| WFC | Wells Fargo | Stock | Financials | |
| REVG | Rev Group | Stock | Industrials |
Locorr Dynamic Equity Risk Profiles
| Mean Deviation | 0.4017 | |||
| Semi Deviation | 0.2414 | |||
| Standard Deviation | 0.5163 | |||
| Variance | 0.2666 |
Locorr Dynamic Against Markets
Other Information on Investing in Locorr Mutual Fund
Locorr Dynamic financial ratios help investors to determine whether Locorr Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Locorr with respect to the benefits of owning Locorr Dynamic security.
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