Locorr Spectrum Income Fund Quote
| LSPCX Fund | USD 5.75 0.03 0.52% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Locorr Spectrum is trading at 5.75 as of the 28th of November 2024; that is 0.52 percent increase since the beginning of the trading day. The fund's open price was 5.72. Locorr Spectrum has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Locorr Spectrum Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of September 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objectives by allocating its assets primarily among income-producing securities using an Income Strategy. The Income strategy employed by the funds sub-adviser attempts to produce current income and capital appreciation. More on Locorr Spectrum Income
Moving together with Locorr Mutual Fund
Locorr Mutual Fund Highlights
| Fund Concentration | LoCorr Funds, Large Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, LoCorr Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Locorr Spectrum Income [LSPCX] is traded in USA and was established 28th of November 2024. Locorr Spectrum is listed under LoCorr Funds category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of LoCorr Funds family. This fund now has accumulated 100.92 M in assets with no minimum investment requirementsLocorr Spectrum Income is currently producing year-to-date (YTD) return of 11.87% with the current yeild of 0.08%, while the total return for the last 3 years was -0.19%.
Check Locorr Spectrum 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 Spectrum Income 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 Spectrum Income Mutual Fund Constituents
| CEQP | Crestwood Equity Partners | Stock | Energy | |
| NLY | Annaly Capital Management | Stock | Financials | |
| CG | Carlyle Group | Stock | Financials | |
| NEWT | Newtek Business Services | Stock | Financials | |
| IEP | Icahn Enterprises LP | Stock | Industrials | |
| STWD | Starwood Property Trust | Stock | Financials | |
| CHK | Chesapeake Energy | Stock | Energy | |
| PFE | Pfizer Inc | Stock | Health Care |
Locorr Spectrum Income Risk Profiles
| Mean Deviation | 0.3513 | |||
| Semi Deviation | 0.322 | |||
| Standard Deviation | 0.4393 | |||
| Variance | 0.193 |
Locorr Spectrum Against Markets
Other Information on Investing in Locorr Mutual Fund
Locorr Spectrum 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 Spectrum security.
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