Lkcm Balanced Fund Quote
| LKBAX Fund | USD 27.52 0.18 0.66% |
PerformanceVery Weak
| Odds Of DistressLow
|
Lkcm Balanced is trading at 27.52 as of the 20th of March 2025; that is 0.66 percent increase since the beginning of the trading day. The fund's open price was 27.34. Lkcm Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
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, andor attractive relative valuation.. More on Lkcm Balanced Fund
Moving together with Lkcm Mutual Fund
| 0.95 | AQEIX | Lkcm Aquinas Catholic | PairCorr |
| 0.91 | LKEQX | Lkcm Equity Fund | PairCorr |
| 0.87 | LKSCX | Lkcm Small Cap | PairCorr |
Moving against Lkcm Mutual Fund
Lkcm Mutual Fund Highlights
| Fund Concentration | LKCM Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, LKCM (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lkcm Balanced Fund [LKBAX] is traded in USA and was established 20th of March 2025. Lkcm Balanced is listed under LKCM category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of LKCM family. This fund now has accumulated 111.31 M in assets with minimum initial investment of 2 K. Lkcm Balanced is currently producing year-to-date (YTD) return of 0.65% with the current yeild of 0.01%, while the total return for the last 3 years was 5.35%.
Check Lkcm Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lkcm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lkcm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lkcm Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lkcm Balanced Fund Mutual Fund Constituents
| APD | Air Products and | Stock | Materials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| DD | Dupont De Nemours | Stock | Materials | |
| SEIC | SEI Investments | Stock | Financials | |
| ZION | Zions Bancorporation | Stock | Financials | |
| FMC | FMC Corporation | Stock | Materials |
Lkcm Balanced Risk Profiles
| Mean Deviation | 0.5322 | |||
| Standard Deviation | 0.7563 | |||
| Variance | 0.572 | |||
| Risk Adjusted Performance | (0.12) |
Lkcm Balanced Against Markets
Other Information on Investing in Lkcm Mutual Fund
Lkcm Balanced financial ratios help investors to determine whether Lkcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lkcm with respect to the benefits of owning Lkcm Balanced security.
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