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LK Balanced Institutional (LKBLX)
At close: July 26 at 8:00 PM EDT
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56.18 - YTD Return 5.75%
- Expense Ratio 1.00%
- Category Allocation--70% to 85% Equity
- Last Cap Gain 40.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 29.78M
- Beta (5Y Monthly) 0.94
- Yield 1.86%
- 5y Average Return --
- Holdings Turnover 18.00%
- Last Dividend 1.06
- Inception Date Jun 29, 2012
The fund typically invests 40% to 75% of its assets in equity securities selected primarily for their growth potential and 25% to 60% of its assets in equity and fixed income securities selected primarily for their income potential. It principally invests in a combination of equity and fixed income securities (including securities issued, backed or otherwise guaranteed by the U.S. government or its agencies, securities issued by U.S. government-sponsored entities, corporate bonds, municipal bonds, and other taxable debt securities).
Lawson Kroeker
Fund Family
Allocation--70% to 85% Equity
Fund Category
29.78M
Net Assets
2012-06-29
Inception Date
Performance Overview: LKBLX
View MoreTrailing returns as of 7/26/2024. Category is Allocation--70% to 85% Equity.
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Holdings: LKBLX
View MoreTop 10 Holdings (35.29% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorLKBLX
Financial Services 29.82%
Healthcare 19.19%
Energy 16.24%
Industrials 10.26%
Technology 7.51%
Communication Services 7.01%
Consumer Cyclical 4.55%
Consumer Defensive 3.87%
Basic Materials 1.57%
Real Estate 0.00%
Utilities 0.00%
Recent News: LKBLX
View MoreResearch Reports: LKBLX
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