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LKBAX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

LKCM Balanced (LKBAX) Ownership - Who owns LKCM Balanced?

The investment seeks current income and long-term capital appreciation... Show more

#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

Profile

Category
Moderate Allocation
Address
Lkcm Funds301 Commerce, Suite 1600Fort Worth
Phone
N/A
Web
www.lkcm.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.80
Min. Initial Investment
2000.00
Fund Existence
over 27 years
Turnover
15.00
Front Load
N/A
Net Assets
112326390.00
Manager Tenure
N/A

Fundamentals

LKBAX
Net Assets
112M
Fund Existence
over 27 years
Turnover
15.00
Total Expense Ratio
0.80
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.02
Assets in Top Ten Holdings
19.2M
Average Credit Quality
N/A
Average Effective Duration
3.44
Average Effective Maturity
4.09
Fund of Funds
No
Fund Share Class Net Assets
112M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.65
Modified Duration
3.53
No Load Fund
Yes
Number of Long Holdings
138.00
Number of Net Holdings
138.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
19.17%
Gain YTD
2.384
Annual Yield % from dividends
1.30
Returns for 1 year
4.04
Returns for 3 years
10.57
Returns for 5 years
19.87
Returns for 10 years
47.23
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Lkcm Funds301 Commerce, Suite 1600Fort Worth
Phone
N/A
Web
www.lkcm.com