LoCorr Strategic Allocation Fund — new fund registration

LOCORR INVESTMENT TRUST registered 1 new fund series on Form 485APOS, filed 2024-06-07. Featured series: LoCorr Strategic Allocation Fund.

Registration

• Registrant / trust: LOCORR INVESTMENT TRUST
• CIK: 0001506768
• Form: 485APOS
• Filed: 2024-06-07
• State of incorporation: OH
• Accession: 0000894189-24-003544
• Reported net assets: $96.7M

Series & classes (2)

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 2.81%
• Management fee: 1.24%
• Net expense ratio: 1.84%
• Other expenses: 1.32%

Investment objective

The Fund's primary investment objective is capital appreciation.

Advisers

• LoCorr Fund Management LLC (Advisor)
• Crabel Management, LLC (Subadvisor)
• DG Partners LLP (Subadvisor)
• Parametric Portfolio Associates, LLC (Subadvisor)
• P/E Global, LLC (Subadvisor)

Other filings by this registrant (15)

• 485APOS — 2025-10-03 (2 new series)
• 485APOS — 2025-07-11 (1 new series)
• 485APOS — 2024-10-08
• 485APOS — 2024-03-01
• 485APOS — 2024-01-09 (3 new series)
• 485APOS — 2022-02-28
• 485APOS — 2018-12-31
• 485APOS — 2018-05-02
• 485APOS — 2017-01-19
• 485APOS — 2014-12-19 (3 new series)
• 485APOS — 2014-03-10 (3 new series)
• 485APOS — 2013-10-11 (3 new series)

More

• Registrant profile: LOCORR INVESTMENT TRUST
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