About LKBLX
LK Balanced Fund Institutional Class Shares is a mutual fund that aims to provide a balance of income and capital appreciation by investing in a diverse mix of asset classes. The fund typically allocates 40% to 75% of its assets to equities, focusing on companies with growth potential, while the remaining 25% to 60% is invested in both equity and fixed income securities for income generation. The fixed income portfolio spans U.S. government-backed securities, corporate bonds, municipal bonds, and other taxable debt instruments. Notably, the fund is classified under the moderately aggressive allocation category, prioritizing growth while mitigating risk through diversification. It holds positions across various market capitalizations, including giant, large, medium, and small-cap stocks, and maintains a portfolio of around 50 holdings. Managed by Lawson Kroeker, the fund has a history dating back to 2012 and is recognized for its diversified approach, with a relatively low portfolio turnover. Its sector exposures and dividend distributions further reinforce its role as a core holding for investors seeking both income and growth within a single fund structure.
Fund Family Lawson Kroeker
Category Allocation--70% to 85% Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol LKBLX
Share Class Institutional Class
Index S&P 500 TR
LKBLX had a total return of 12.86% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.63%.
