Lkcm Fixed Income Fund Manager Performance Evaluation
| LKFIX Fund | USD 10.51 0.01 0.1% |
The fund secures a Beta (Market Risk) of -0.0231, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lkcm Fixed are expected to decrease at a much lower rate. During the bear market, Lkcm Fixed is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Lkcm Fixed Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Lkcm Fixed is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.5000 |
Lkcm |
Lkcm Fixed Relative Risk vs. Return Landscape
If you would invest 1,052 in Lkcm Fixed Income on September 4, 2024 and sell it today you would lose (1.00) from holding Lkcm Fixed Income or give up 0.1% of portfolio value over 90 days. Lkcm Fixed Income is currently producing negative expected returns and takes up 0.1686% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Lkcm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lkcm Fixed Current Valuation
Fairly Valued
Today
Please note that Lkcm Fixed's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Lkcm Fixed Income secures a last-minute Real Value of $10.51 per share. The latest price of the fund is $10.51. We determine the value of Lkcm Fixed Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Lkcm Fixed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lkcm Mutual Fund. However, Lkcm Fixed's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.51 | Real 10.51 | Hype 10.51 | Naive 10.54 |
The intrinsic value of Lkcm Fixed's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Lkcm Fixed's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Lkcm Fixed Income helps investors to forecast how Lkcm mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Lkcm Fixed more accurately as focusing exclusively on Lkcm Fixed's fundamentals will not take into account other important factors: Lkcm Fixed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lkcm Fixed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lkcm Fixed Income, and traders can use it to determine the average amount a Lkcm Fixed's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.008
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| Negative Returns | LKFIX |
Estimated Market Risk
| 0.17 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lkcm Fixed is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lkcm Fixed by adding Lkcm Fixed to a well-diversified portfolio.
Lkcm Fixed Fundamentals Growth
Lkcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lkcm Fixed, and Lkcm Fixed fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lkcm Mutual Fund performance.
About Lkcm Fixed Performance
Evaluating Lkcm Fixed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lkcm Fixed has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Lkcm Fixed has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its net assets in a portfolio of investment grade corporate and U.S. government fixed income securities. The funds investments in fixed income securities consist primarily of investment grade corporate fixed income securities and fixed income securities issued or guaranteed by the U.S. government, its agencies or instrumentalities. The fund typically invests in fixed income securities with short- to intermediate-term maturities from one to ten years.Things to note about Lkcm Fixed Income performance evaluation
Checking the ongoing alerts about Lkcm Fixed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lkcm Fixed Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lkcm Fixed Income generated a negative expected return over the last 90 days | |
| The fund maintains about 96.09% of its assets in bonds |
- Analyzing Lkcm Fixed's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lkcm Fixed's stock is overvalued or undervalued compared to its peers.
- Examining Lkcm Fixed's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lkcm Fixed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lkcm Fixed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lkcm Fixed's mutual fund. These opinions can provide insight into Lkcm Fixed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lkcm Mutual Fund
Lkcm Fixed 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 Fixed security.
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