Locorr Strategic Allocation Fund Quote

Mutual Funds . USA . 
Fund . Locorr Strategic Allocation
LSAAX Fund   10.91  0.04  0.37%   
The fund seeks to achieve its investment objectives by allocating its assets using three principal strategies Managed Futures Strategy, Equity Strategy, Fixed Income Strategy. The Adviser will pursue the funds investment objectives, in part, by utilizing its investment and risk management process. Downside deviation of 0.54% indicates contained downside behavior. It is managed by LoCorr Funds. Beta of 0.36 suggests a relatively defensive profile.
Performance
Contained
 
Weak
 
Strong
NAV Risk Level
Below Average
 
High
 
Low
Locorr Strategic Allocation (LSAAX) currently is priced at $10.91 as of April 26, 2026, representing 0.37% up on the day after opening at $10.87. LoCorr Strategic currently exhibits 20% estimated likelihood of significant NAV decline over the forecast period. Over the prior 90 trading days, LoCorr Strategic has produced modest risk-adjusted performance, in line with its contained performance profile. The performance scores apply to the period beginning January 26, 2026 and ending April 26, 2026. Learn more.
 Net Asset
74.4 M
 Asset Type
Mutual Fund
 Fund Category
Multistrategy
Moving together with LoCorr Mutual Fund
  0.8LEQIX Locorr Dynamic EquityPairCorr

Mutual Fund Highlights

Locorr Strategic Allocation [LSAAX] is traded in USA. The fund is listed under the Multistrategy category and is part of the LoCorr Funds family. The entity is thematically classified as Large Blend Funds. Locorr Strategic now has accumulated 74.36 M in assets with no minimum investment requirements. LoCorr Strategic operates as a operator in the locorr funds segment where revenue is driven by core operating activities and end-market demand within its industry.
LoCorr Strategic financial stability analysis

Mutual Fund Notable Updates

Legal NameLoCorr Strategic Allocation A
Thematic IdeaLarge Blend Funds (View all Themes)
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Fund ConcentrationLoCorr Funds, Large Blend Funds, Multistrategy Funds, Large Blend Funds, Multistrategy, LoCorr Funds, Large Blend, Multistrategy, (View all Sectors)

Additional Fund Information

Update Date31st of March 2026

Common Risk Profiles

Mean Deviation0.3868
Semi Deviation0.411
Standard Deviation0.5192
Variance0.2696

Locorr Strategic Allocation Against Markets

 Competition   Compare Correlations

Mutual Fund Analysis Notes

The fund maintains all of the assets in different exotic instruments. Locorr Strategic Allocation's financial profile includes $74.4 million in Net Assets.

Thematic Classifications

Looking at Locorr Strategic Allocation through a thematic lens provides context for understanding which broader trends, sectors, or policy shifts may be supporting the position. That matters when seeking to build portfolios around a conviction theme rather than around one ticker chosen without context.
Large Blend Funds Idea
Large Blend Funds
Funds with large capitalization growth and value instruments
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Predictive Daily Indicators

Monitoring LoCorr Strategic's daily metrics gives shareholders faster feedback on whether the fund's holdings are trending or reversing. Rate of change and momentum readings help identify when buying or selling pressure across the fund's holdings is accelerating.
Rate Of Daily Change1.0
Day Median Price10.91
Day Typical Price10.91
Price Action Indicator0.02
Period Momentum Indicator0.04
Relative Strength Index51.6

Forecast Models

NAV projections for Locorr Strategic Allocation within Multistrategy rely on smoothing, regression, and moving-average techniques applied to historical prices. These models describe observed NAV patterns. The real test is whether the fund's current positioning matches its historical profile.
Naive Prediction
Simple Exponential Smoothing
Double Exponential Smoothing
Triple Exponential Smoothing
Simple Regression
Polynomial Regression
Simple Moving Average
4 Period Moving Average
8 Period Moving Average
20 Period Moving Average

Mutual Fund Overview, Methodology & Data Sources

The fund overview for LoCorr Strategic summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to LoCorr Funds, Large Blend Funds, Multistrategy Funds. It is classified under Multistrategy within the LoCorr Funds family.

Methodology

Unless otherwise specified, data for Locorr Strategic Allocation is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Locorr Strategic Allocation market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: Macroaxis analytics incorporate public fund disclosures, holdings reports, and market data feeds and official disclosures from U.S. Securities and Exchange Commission (SEC) via EDGAR. Data harmonization may result in minor timing offsets. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.

Research Sources

Locorr Strategic Allocation may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.

Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board
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Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and conditions page.