About LKBAX
The LKCM Balanced Fund is a mutual fund positioned within the moderate allocation category, aiming to provide both current income and long-term capital appreciation. It pursues a balanced investment approach by allocating assets across equity securities for growth and fixed income securities for risk management and income generation. The fund utilizes a blended strategy to select high-quality companies characterized by profitability, strong balance sheets, solid market positions, and prudent management, while its fixed income portfolio emphasizes investment-grade corporate, government, agency, and municipal securities. Notably, the fund maintains sector diversification, with significant exposures to industrials, financials, healthcare, energy, consumer staples, and technology firms. Managed by Luther King Capital Management, the fund benefits from rigorous primary research and a stable team of experienced portfolio managers. With an expense ratio that is in line with industry peers and a historical emphasis on disciplined risk management, the LKCM Balanced Fund serves investors seeking a core holding that balances growth potential with income objectives across changing market environments.
Fund Family LKCM
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LKBAX
Index S&P 500 TR
LKBAX had a total return of 7.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.79%.
