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LKBAX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

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

#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
N/A
Min. Initial Investment
2000.00
Fund Existence
almost 27 years
Turnover
11.00
Front Load
N/A
Net Assets
119763350.00
Manager Tenure
N/A

Fundamentals

LKBAX
Net Assets
120M
Fund Existence
almost 27 years
Turnover
11.00
Total Expense Ratio
N/A
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
N/A
Assets in Top Ten Holdings
19.2M
Average Credit Quality
N/A
Average Effective Duration
2.75
Average Effective Maturity
3.23
Fund of Funds
No
Fund Share Class Net Assets
120M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
2.86
No Load Fund
No
Number of Long Holdings
144.00
Number of Net Holdings
N/A
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
14.070
Annual Yield % from dividends
1.00
Returns for 1 year
17.77
Returns for 3 years
-0.60
Returns for 5 years
23.72
Returns for 10 years
52.92
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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