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

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

LKBAX

Net Assets

110M

Fund Existence

over 27 years

Turnover

11.00

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

1.04

Assets in Top Ten Holdings

19.2M

Average Credit Quality

N/A

Average Effective Duration

3.53

Average Effective Maturity

4.21

Fund of Funds

Fund Share Class Net Assets

110M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

3.63

No Load Fund

Yes

Number of Long Holdings

141.00

Number of Net Holdings

141.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

20.61%

Gain YTD

0.237

Annual Yield % from dividends

1.33

Returns for 1 year

2.46

Returns for 3 years

2.53

Returns for 5 years

42.32

Returns for 10 years

45.20

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details