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.
- NAV / 1-Day Return 10.20 / 0.10 %
- Total Assets 278.0 Mil
-
Adj. Expense Ratio
- 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.