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Morningstar

Lawson Kroeker

Lawson Kroeker Parent Rating

Average
Morningstar Manager Research

Lawson Kroeker is an industry-standard asset manager, resulting in an Average Parent Pillar rating.

Lawson Kroeker has served investors well through its very competitive risk-adjusted performance, with an average five-year Morningstar Rating of 4.0 stars across its open-end and exchange-traded funds. Fees on open-end and exchange-traded funds are a weakness of the firm, contributing negatively to the rating. On average, expenses on its funds are within the second most-expensive quintile compared with category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock over time to alternate asset managers to get a better deal.

Lawson Kroeker Investments

Mutual Funds

See All Lawson Kroeker Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

30.72 Mil

Investment Flows (TTM)

−616,838.00

Asset Growth Rate (TTM)

−2.26%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
1
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
LK Balanced Institutional23
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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