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Locorr Market Trend Fund - Class C: (MF: LOTCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:23 PM ET

$11.88 USD

+0.09 (0.76%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 10.51 3
3 months 11.49 3
6 months 20.93 1
1 Year 15.22 57
3 Year 0.46 98
5 Year 5.79 66
10 Year 2.16 97

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 1.91
5 Year 4.11
10 Year 1.63
Since Inception 3.25

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.43 -5.08 7.55 3.34
2024 16.40 -1.24 -7.55 -1.39
2023 -6.27 6.51 3.35 -14.62
2022 21.14 10.26 1.22 -4.82
2021 3.62 1.53 -2.52 -2.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.512.944.79-11.9028.670.053.7617.34-14.312.85-10.45
% Total Return Rel to Index 5.20-15.27-20.22-38.1546.88-28.63-14.63-14.14-9.91-18.94-22.38
% Total Return Rel to Peer 4.40-11.56-5.12-25.0641.64-11.45-6.920.15-7.81-10.61-16.72
% Perf Quintile vs Peer* 1.005.000.005.001.005.005.003.005.005.005.00
% Dividends 0.000.210.570.170.520.280.000.000.000.000.14
% Yield 0.001.985.221.993.622.460.000.000.000.001.31
Capital Gains ($) 0.000.000.000.001.660.000.000.000.000.000.00
Expense Ratio 0.002.802.772.752.752.772.792.772.742.752.77

* 1 = Top 20%, 5 = Bottom 20%