C
LKCM Balanced Fund LKBAX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
500
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Performance
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Beta
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30-Day Total Return
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Forward Dividend Yield
Price
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NAV
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Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
LKCM
Manager/Tenure
(Years)
Scot C. Hollmann (27), J. Luther King (27), Mark L. Johnson (15)
Address
LKCM
Fort Worth TX - 76102
Country
United States
Phone Number
800-688-5526
Investment Strategy
The investment seeks current income and long-term capital appreciation. 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, and/or attractive relative valuation.