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LKCM Fixed-Income LKFIX

Quantitative rating as of
  • NAV / 1-Day Return 10.20  /  0.10 %
  • Total Assets 278.0 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.45%
  • Effective Duration

Morningstar’s Analysis LKFIX

Will LKFIX outperform in future?

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

Summary

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LKCM Fixed-Income's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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