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LKCM Balanced (LKBAX) Fund Ranking and Research

Ranking, Research and Recommendation of LKCM Balanced (LKBAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of LKCM Balanced Fund (LKBAX) ManagerFund Manager - Mark L. Johnson

Fund Manager Information

Fund Manager Tenure: 8.3 years
Fund Family: LKCM
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Johnson is vice president and portfolio manager with Luther King Capital Management, his employer since 2001.  Get more insights on Mark L. Johnson

 

Graph of LKCM Balanced Fund (LKBAX) ProfileLKCM Balanced Fund (LKBAX) Profile

Fund Profile and Description

LKCM Balanced Fund seeks current income and long-term capital appreciation. LKCM Balanced Fund attempts to achieve this goal by investing primarily in a diversified portfolio of equity and fixed-income securities, including common stocks, income producing securities convertible into common stocks, fixed income securities and cash equivalent securities. LKCM Balanced Fund's investments in fixed income securities will consist primarily of investment grade corporate and government issues with intermediate maturities from one to ten years. It normally invests in securities of small, mid and large capitalization companies.

 

LKCM Balanced (LKBAX) Fund Strength What we like about LKCM Balanced (LKBAX) Fund

Data for LKCM Balanced Fund (LKBAX) as of May 30, 2016

  • LKCM Balanced Fund (LKBAX) management has been with LKCM Balanced Fund for 8.3 years
  • LKCM Balanced Fund (LKBAX) has good short-term performance (1-year return 1.96% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • LKCM Balanced Fund (LKBAX) has good mid-term performance (3-year return 7.51% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • LKCM Balanced Fund (LKBAX) has good Long-term performance (5-year return 8.29% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • LKCM Balanced Fund (LKBAX) ratio of up-years vs down years is greater than 2
  • LKCM Balanced Fund (LKBAX) has a Morningstar rating of 4 and above
  • Asset base in LKCM Balanced Fund (LKBAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • LKCM Balanced Fund (LKBAX) has an annual stock turnover rate of 16.00% vs Allocation--70% to 85% Equity average of 57.05%. It is good that LKCM Balanced management does not trade extensively for its return.
  • LKCM Balanced Fund (LKBAX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.57, lower than category average of 9.46
  • LKCM Balanced Fund (LKBAX) has a lower expense ratio than its Allocation--70% to 85% Equity average: 0.80% vs 0.89%
  • LKCM Balanced Fund (LKBAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

LKCM Balanced Fund (LKBAX) Weakness What we are cautious about LKCM Balanced (LKBAX) Fund

Data for LKCM Balanced Fund (LKBAX) as of May 30, 2016

See LKCM Balanced Fund (LKBAX) performance details as of May 30, 2016

 

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Compare LKCM Balanced Fund (LKBAX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
LKCM Balanced4.261.967.518.29
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare LKCM Balanced Fund (LKBAX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of LKCM Balanced Fund (LKBAX) Net Asset TrackingLKCM Balanced (LKBAX) Fund Net Asset

Track net asset change of LKCM Balanced fund (LKBAX)

DateNet Asset
05/2016$48.05M
03/2016$42.78M
02/2016$39.28M
More historic net asset information on LKCM Balanced Fund (LKBAX)

  

Graph of LKCM Balanced Fund (LKBAX) Portfolio TrackingLKCM Balanced (LKBAX) Fund Portfolio Allocation

Track portfolio allocation change of LKCM Balanced fund (LKBAX)

DateCashStockBondOther
12/20152.61%70%27.39%0%
09/20155.54%67.52%26.94%0%
06/20151.03%72.13%26.84%0%
Click here to see more historic asset allocation information on LKCM Balanced Fund (LKBAX)

 

graph of LKCM Balanced Fund (LKBAX) Top 10 Position TrackingTop 10 Holdings in LKCM Balanced (LKBAX) Fund

Discover what LKCM Balanced Fund (LKBAX) manager is buying

Dec 30, 2015
Amazon.com, Inc. [1.74%]
Celgene Corporation [1.67%]
Apple Inc. [1.61%]
PerkinElmer, Inc. Common Stock [1.6%]
Home Depot, Inc. (The) Common S [1.36%]
Abbott Laboratories Common Stoc [1.27%]
VWR Corporation [1.24%]
AT&T Inc. [1.23%]
Merck & Company, Inc. Common St [1.21%]

Sep 29, 2015
Apple Inc. [1.86%]
Celgene Corporation [1.65%]
PerkinElmer, Inc. Common Stock [1.51%]
Amazon.com, Inc. [1.45%]
Home Depot, Inc. (The) Common S [1.31%]
AT&T Inc. [1.28%]
Danaher Corporation Common Stoc [1.18%]
Martin Marietta Materials, Inc. [1.16%]
Abbott Laboratories Common Stoc [1.16%]

Jun 29, 2015
Apple Inc. [1.96%]
Celgene Corporation [1.7%]
PerkinElmer, Inc. Common Stock [1.66%]
Time Warner Inc. New Common Sto [1.33%]
AbbVie Inc. Common Stock [1.32%]
Abbott Laboratories Common Stoc [1.31%]
Comerica Incorporated Common St [1.28%]
Amazon.com, Inc. [1.25%]
Akamai Technologies, Inc. [1.21%]
Click here for Stock Holding Change Map in LKCM Balanced Fund (LKBAX)

  

Latest News on LKCM Balanced (LKBAX) Fund

See what is happening with LKCM Balanced Fund (LKBAX)

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LKCM Balanced Fund (LKBAX) Related ResourcesSee more information on LKCM Balanced (LKBAX) Fund

Popular pages on LKCM Balanced (LKBAX) Fund

  

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