Locorr Market Trend Fund Quote

LOTCX Fund  USD 12.06  0.06  0.50%   

Performance

32 of 100

 
Low
 
High
Very Strong

Odds Of Distress

Less than 23

 
100  
 
Zero
Low
Locorr Market is trading at 12.06 as of the 29th of March 2024; that is 0.50 percent up since the beginning of the trading day. The fund's open price was 12.0. Locorr Market has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat very strong performance during the last 90 days. Equity ratings for Locorr Market Trend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. Click here to learn more.
The fund seeks to achieve its investment objectives by allocating its assets using two principal strategies Market Trend Strategy and Fixed Income Strategy. The Market Trend strategy is a macro-oriented quantitative strategy that employs various investment techniques to select long and short positions in the global futures and foreign exchange markets. More on Locorr Market Trend

Moving together with Locorr Mutual Fund

  1.0LOTAX Locorr Market TrendPairCorr
  1.0LOTIX Locorr Market TrendPairCorr

Locorr Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Locorr Market's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Locorr Market or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic IdeaMarket Neutral Funds (View all Themes)
Fund ConcentrationLoCorr Funds, Large Growth Funds, Systematic Trend Funds, Market Neutral Funds, Systematic Trend, LoCorr Funds, Large Blend, Systematic Trend (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Locorr Market Trend [LOTCX] is traded in USA and was established 29th of March 2024. Locorr Market is listed under LoCorr Funds category by Fama And French industry classification. The fund is listed under Systematic Trend category and is part of LoCorr Funds family. The entity is thematically classified as Market Neutral Funds. This fund now has accumulated 512.13 M in assets with no minimum investment requirementsLocorr Market Trend is currently producing year-to-date (YTD) return of 15.06% with the current yeild of 0.02%, while the total return for the last 3 years was 7.99%.
Check Locorr Market 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 Market Trend 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.

Locorr Market Target Price Odds Analysis

Based on a normal probability distribution, the odds of Locorr Market jumping above the current price in 90 days from now is under 4%. The Locorr Market Trend probability density function shows the probability of Locorr Market mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Locorr Market Trend has a beta of -0.0859. This indicates as returns on benchmark increase, returns on holding Locorr Market are expected to decrease at a much lower rate. During the bear market, however, Locorr Market Trend is likely to outperform the market. Additionally, locorr Market Trend has an alpha of 0.2182, implying that it can generate a 0.22 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 12.06HorizonTargetOdds Above 12.06
96.29%90 days
 12.06 
3.65%
Based on a normal probability distribution, the odds of Locorr Market to move above the current price in 90 days from now is under 4 (This Locorr Market Trend probability density function shows the probability of Locorr Mutual Fund to fall within a particular range of prices over 90 days) .

Locorr Market Trend Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Locorr Market market risk premium is the additional return an investor will receive from holding Locorr Market long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Locorr Market. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Locorr Market's alpha and beta are two of the key measurements used to evaluate Locorr Market's performance over the market, the standard measures of volatility play an important role as well.

Locorr Market Against Markets

Picking the right benchmark for Locorr Market mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Locorr Market mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Locorr Market is critical whether you are bullish or bearish towards Locorr Market Trend at a given time. Please also check how Locorr Market's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Locorr Market without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Locorr Mutual Fund?

Before investing in Locorr Market, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Locorr Market. To buy Locorr Market fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Locorr Market. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Locorr Market fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Locorr Market Trend fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Locorr Market Trend fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Locorr Market Trend, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Locorr Market Trend?

The danger of trading Locorr Market Trend is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Locorr Market is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Locorr Market. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Locorr Market Trend is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Locorr Market Trend. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
Note that the Locorr Market Trend information on this page should be used as a complementary analysis to other Locorr Market's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.

Complementary Tools for Locorr Mutual Fund analysis

When running Locorr Market's price analysis, check to measure Locorr Market's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Locorr Market is operating at the current time. Most of Locorr Market's value examination focuses on studying past and present price action to predict the probability of Locorr Market's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Locorr Market's price. Additionally, you may evaluate how the addition of Locorr Market to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Locorr Market's value and its price as these two are different measures arrived at by different means. Investors typically determine if Locorr Market is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Locorr Market's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.