Locorr Dynamic Equity Fund Quote
| LEQIX Fund | USD 12.93 0.02 0.15% |
PerformanceVery Weak
| Odds Of DistressLow
|
Locorr Dynamic is trading at 12.93 as of the 26th of February 2025; that is 0.15 percent decrease since the beginning of the trading day. The fund's open price was 12.95. Locorr Dynamic has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of November 2024 and ending today, the 26th of February 2025. 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
Locorr Mutual Fund Highlights
| Fund Concentration | LoCorr Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, LoCorr Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Locorr Dynamic Equity [LEQIX] is traded in USA and was established 26th of February 2025. 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. This fund now has accumulated 83.79 M in assets with minimum initial investment of 100 K. Locorr Dynamic Equity is currently producing year-to-date (YTD) return of 0.08% with the current yeild of 0.01%, while the total return for the last 3 years was 2.9%.
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
| KMX | CarMax Inc | Stock | Consumer Discretionary | |
| FND | Floor Decor Holdings | Stock | Consumer Discretionary | |
| MS | Morgan Stanley | Stock | Financials | |
| VAC | Marriot Vacations Worldwide | Stock | Consumer Discretionary | |
| WFC | Wells Fargo | Stock | Financials | |
| SYF | Synchrony Financial | Stock | Financials | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| COF | Capital One Financial | Stock | Financials |
Locorr Dynamic Equity Risk Profiles
| Mean Deviation | 0.4273 | |||
| Semi Deviation | 0.4865 | |||
| Standard Deviation | 0.5266 | |||
| Variance | 0.2773 |
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.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |