MENU
LKBLX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

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

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
29680086.00
Manager Tenure
N/A

Fundamentals

LKBLX
Net Assets
29.7M
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
29.7M
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
12.770
Annual Yield % from dividends
1.82
Returns for 1 year
14.13
Returns for 3 years
-0.08
Returns for 5 years
23.01
Returns for 10 years
38.01
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

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/