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Nasdaq - Delayed Quote USD
LKCM Balanced (LKBAX)
27.46
+0.08
+(0.29%)
At close: 8:01:27 PM EDT
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27.38 - YTD Return 2.46%
- Expense Ratio 0.80%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 34.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 113.52M
- Beta (5Y Monthly) 0.95
- Yield 1.13%
- 5y Average Return --
- Holdings Turnover 15.00%
- Last Dividend 0.11
- Inception Date Dec 30, 1997
The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity and fixed income securities. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, and/or attractive relative valuation.
LKCM
Fund Family
Allocation--50% to 70% Equity
Fund Category
113.52M
Net Assets
1997-12-30
Inception Date
Performance Overview: LKBAX
View MoreTrailing returns as of 3/31/2025. Category is Allocation--50% to 70% Equity.
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Holdings: LKBAX
View MoreSector Weightings
SectorLKBAX
Technology 26.85%
Industrials 13.33%
Financial Services 10.48%
Healthcare 10.11%
Consumer Defensive 9.18%
Communication Services 8.28%
Energy 7.70%
Basic Materials 7.54%
Consumer Cyclical 5.27%
Real Estate 1.26%
Utilities 0.00%
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