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LKCM Balanced LKBAX

Medalist Rating as of | See LKCM Investment Hub
  • NAV / 1-Day Return 25.01  /  0.20 %
  • Total Assets 108.3 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.07%
  • Turnover 13%

Morningstar’s Analysis LKBAX

Will LKBAX outperform in future?

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

Strength in LKCM Balanced's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings LKBAX

  • Current Portfolio Date
  • Equity Holdings 69
  • Bond Holdings 73
  • Other Holdings 1
  • % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.78
3,093,822
Technology
2.07
2,298,645
Technology
1.63
1,814,550
Communication Services
1.51
1,677,368
Basic Materials
1.50
1,667,260
Technology
1.45
1,616,898
Financial Services
1.41
1,569,746
Basic Materials
1.40
1,556,208
Financial Services
1.34
1,486,212
Basic Materials
1.32
1,469,769
Healthcare