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LKBLX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

LK Balanced Institutional (LKBLX) Ownership - Who owns LK Balanced Institutional?

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

Profile

Category
Moderately Aggressive Allocation
Address
MANAGED PORTFOLIO SERIES(LK)450 Regency Parkway, Suite 410Omaha
Phone
N/A
Web
www.lawsonkroeker.com/

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
N/A
Min. Initial Investment
50000.00
Fund Existence
over 12 years
Turnover
18.00
Front Load
N/A
Net Assets
29804696.00
Manager Tenure
N/A

Fundamentals

LKBLX
Net Assets
29.8M
Fund Existence
over 12 years
Turnover
18.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
50000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Aggressive Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
9.62M
Average Credit Quality
N/A
Average Effective Duration
1.98
Average Effective Maturity
2.23
Fund of Funds
No
Fund Share Class Net Assets
29.8M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
2.00
No Load Fund
No
Number of Long Holdings
53.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
13.586
Annual Yield % from dividends
1.82
Returns for 1 year
13.41
Returns for 3 years
-2.88
Returns for 5 years
19.84
Returns for 10 years
35.12
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
MANAGED PORTFOLIO SERIES(LK)450 Regency Parkway, Suite 410Omaha
Phone
N/A
Web
www.lawsonkroeker.com/