Morningstar

LK Balanced Fund Institutional Class Shares LKBLX

Morningstar Medalist Rating
Medalist Rating as of | See Lawson Kroeker Investment Hub
  • NAV / 1-Day Return 53.13  /  +0.06 %
  • Total Assets 26.5M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Moderately Aggressive Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.44%
  • Turnover 10%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:45 AM GMT+0

Morningstar’s Analysis LKBLX

Will LKBLX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LK Balanced Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Texas Pacific Land Corp

4.82 1M
Energy

Berkshire Hathaway Inc Class B

4.12 1M
Financial Services

Phillips 66

3.28 838,028
Energy

Chevron Corp

3.24 827,600
Energy

Johnson & Johnson

2.87 733,320
Healthcare

Microsoft Corp

2.82 721,832
Technology

Alphabet Inc Class C

2.80 717,150
Communication Services

Aflac Inc

2.79 713,115
Financial Services

The Hershey Co

2.68 686,037
Consumer Defensive

Cullen/Frost Bankers Inc

2.68 685,400
Financial Services

Sponsor Center