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Morningstar

LK Balanced Institutional LKBLX

Morningstar Medalist Rating
Medalist Rating as of | See Lawson Kroeker Investment Hub
  • NAV / 1-Day Return 53.33  /  −0.15 %
  • Total Assets 29.5 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.82%
  • Turnover 18%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis LKBLX

Will LKBLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LKBLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LKBLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LKBLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin LK Balanced Institutional's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LKBLX

More LKBLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.11 1.2 Mil
Technology

Lincoln Electric Holdings Inc

3.83 1.1 Mil
Industrials

Berkshire Hathaway Inc Class A

3.82 1.1 Mil
Financial Services

Phillips 66

3.61 1.0 Mil
Energy

Texas Pacific Land Corp

3.60 1.0 Mil
Energy

Arthur J. Gallagher & Co

3.57 1.0 Mil
Financial Services

Thermo Fisher Scientific Inc

2.99 849,264
Healthcare

Brookfield Corp Registered Shs -A- Limited Vtg

2.97 842,520
Financial Services

Aflac Inc

2.91 825,000
Financial Services

Johnson & Johnson

2.49 705,330
Healthcare