LoCorr Strategic Allocation Fund - LoCorr Investment Trust
Shareclass
LoCorr Strategic Allocation Fund Class A (LSAAX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund LoCorr Strategic Allocation Fund - LoCorr Investment Trust
FUND COVERAGE
# of holdings373
% of assets52%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co/The0.26%$147,465
- 2. Boston Scientific Corp0.12%$71,512
- 3. Marriott International Inc/MD0.08%$43,433
- 4. Bank of America Corp0.39%$222,145
- 5. Welltower Inc0.23%$131,968
- 6. Mondelez International Inc0.11%$61,420
- 7. Mastercard Inc0.54%$311,700
- 8. Citigroup Inc0.16%$92,185
- 9. Philip Morris International Inc0.24%$138,425
- 10. Willis Towers Watson PLC0.04%$23,330
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Carvana Co0.03%$19,412
- 2. Lennar Corp0.04%$23,335
- 3. Palantir Technologies Inc0.37%$211,878
- 4. Super Micro Computer Inc0.02%$13,961
- 5. PACCAR Inc0.03%$16,974
- 6. Universal Health Services Inc0.02%$13,081
- 7. Rollins Inc0.05%$27,669
- 8. Blackstone Inc0.12%$69,517
- 9. AppLovin Corp0.13%$74,120
- 10. Berkshire Hathaway Inc0.88%$509,184
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund LoCorr Strategic Allocation Fund - LoCorr Investment Trust
Totals
Holdings
Assets
Weight
Prisons
21.0
$6.06M
11%
Prisons high risk
3.0
$45,484
0.08%
Private prisons
0.0
$0
0%
Borders
19.0
$5.5M
9.55%
Borders high risk
8.0
$498,018
0.87%
Total
30.0
$6.78M
12%
Holdings — 30 flagged holdings
1.
Microsoft Corp
:$1.75M
3.05%
2.
Amazon.com Inc
:$1.07M
1.85%
3.
Alphabet Inc
:$949,329
1.65%
4.
Alphabet Inc
:$768,182
1.33%
5.
Berkshire Hathaway Inc
$509,184
0.88%
6.
Walmart Inc
$277,188
0.48%
7.
Palantir Technologies Inc
:$211,878
0.37%
8.
McDonald's Corp
$144,257
0.25%
9.
Thermo Fisher Scientific Inc
:$125,161
0.22%
10.
RTX Corp
:$122,511
0.21%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
LoCorr Strategic Allocation Fund - LoCorr Investment Trust LSAAX
Environment
Social
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