Lkcm Balanced Fund Quote
| LKBAX Fund | USD 29.60 0.03 0.10% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Lkcm Balanced is trading at 29.60 as of the 28th of November 2024; that is 0.1 percent decrease since the beginning of the trading day. The fund's open price was 29.63. Lkcm Balanced has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Lkcm Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity and fixed income securities. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, andor attractive relative valuation.. More on Lkcm Balanced Fund
Moving together with Lkcm Mutual Fund
| 0.98 | AQEIX | Lkcm Aquinas Catholic | PairCorr |
| 0.93 | LKEQX | Lkcm Equity Fund | PairCorr |
| 0.89 | LKSCX | Lkcm Small Cap | PairCorr |
Moving against Lkcm Mutual Fund
Lkcm Mutual Fund Highlights
| Fund Concentration | LKCM Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, LKCM (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lkcm Balanced Fund [LKBAX] is traded in USA and was established 28th of November 2024. Lkcm Balanced is listed under LKCM category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of LKCM family. This fund now has accumulated 111.31 M in assets with minimum initial investment of 2 K. Lkcm Balanced is currently producing year-to-date (YTD) return of 14.15% with the current yeild of 0.01%, while the total return for the last 3 years was 3.16%.
Check Lkcm Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lkcm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lkcm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lkcm Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lkcm Balanced Fund Mutual Fund Constituents
| CMA | Comerica | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| AKAM | Akamai Technologies | Stock | Information Technology | |
| MDLZ | Mondelez International | Stock | Consumer Staples | |
| DD | Dupont De Nemours | Stock | Materials | |
| DIS | Walt Disney | Stock | Communication Services | |
| AAPL | Apple Inc | Stock | Information Technology | |
| CRM | Salesforce | Stock | Information Technology |
Lkcm Balanced Risk Profiles
| Mean Deviation | 0.3301 | |||
| Semi Deviation | 0.3113 | |||
| Standard Deviation | 0.443 | |||
| Variance | 0.1963 |
Lkcm Balanced Against Markets
Other Information on Investing in Lkcm Mutual Fund
Lkcm Balanced 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 Balanced security.
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