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LKBAX
Mutual Fund ticker: NASDAQ
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LKBAX price forecast, quote, news & analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), JPMorgan Chase & Co (NYSE:JPM), Home Depot (NYSE:HD), Salesforce (NYSE:CRM), ZOETIS (NYSE:ZTS).

Industry description

The investment seeks current income and long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity and fixed income securities. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, and/or attractive relative valuation.

Market Cap

The average market capitalization across the LKCM Balanced MF is 1.13T. The market cap for tickers in the group ranges from 37.96B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MLM at 37.96B.

Volume

The average weekly volume growth across all stocks in the LKCM Balanced MF was 13%. For the same stocks of the MF, the average monthly volume growth was 49% and the average quarterly volume growth was 69%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 82
P/E Growth Rating: 66
Price Growth Rating: 37
SMR Rating: 33
Profit Risk Rating: 22
Seasonality Score: 3 (-100 ... +100)
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A.I.Advisor
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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