A strong management team and sound investment process underpin LKCM Balanced's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
- NAV / 1-Day Return 25.24 / 0.04 %
- Total Assets 113.1 Mil
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Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Allocation—50% to 70% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.07%
- Turnover 11%
Morningstar’s Analysis LKBAX
Will LKBAX outperform in future?
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