Lkcm Fixed Financials
| LKFIX Fund | USD 10.53 0.01 0.1% |
Lkcm |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Lkcm Fixed Fund Summary
Lkcm Fixed competes with Transamerica International, Vulcan Value, Touchstone Small, Nuveen Small, and Needham Small. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its net assets in a portfolio of investment grade corporate and U.S. government fixed income securities. The funds investments in fixed income securities consist primarily of investment grade corporate fixed income securities and fixed income securities issued or guaranteed by the U.S. government, its agencies or instrumentalities. The fund typically invests in fixed income securities with short- to intermediate-term maturities from one to ten years.Specialization | Corporate Bond, Corporate Bond |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5018854043 |
| Business Address | Lkcm Funds |
| Mutual Fund Family | LKCM |
| Mutual Fund Category | Corporate Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 688 5526 |
| Currency | USD - US Dollar |
Lkcm Fixed Key Financial Ratios
Lkcm Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lkcm Fixed's current stock value. Our valuation model uses many indicators to compare Lkcm Fixed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lkcm Fixed competition to find correlations between indicators driving Lkcm Fixed's intrinsic value. More Info.Lkcm Fixed Income is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 87.09 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lkcm Fixed's earnings, one of the primary drivers of an investment's value.Lkcm Fixed Income Systematic Risk
Lkcm Fixed's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lkcm Fixed volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Lkcm Fixed Income correlated with the market. If Beta is less than 0 Lkcm Fixed generally moves in the opposite direction as compared to the market. If Lkcm Fixed Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lkcm Fixed Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lkcm Fixed is generally in the same direction as the market. If Beta > 1 Lkcm Fixed moves generally in the same direction as, but more than the movement of the benchmark.
Lkcm Fixed March 2, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lkcm Fixed help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lkcm Fixed Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lkcm Fixed Income based on widely used predictive technical indicators. In general, we focus on analyzing Lkcm Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Lkcm Fixed's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1889 | |||
| Information Ratio | 0.2271 | |||
| Maximum Drawdown | 0.8682 | |||
| Value At Risk | (0.29) | |||
| Potential Upside | 0.2901 |
Other Information on Investing in Lkcm Mutual Fund
Lkcm Fixed financial ratios help investors to determine whether Lkcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lkcm with respect to the benefits of owning Lkcm Fixed security.
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