LKBAX Mutual Fund (LKCM Balanced Fund) is managed by LKCM Funds with $106.9M in net assets. LKBAX expense ratio is 0.80%, holding 122 positions across sectors including Information Technology, Industrials, Energy. Inception date: 1997-12-30.

LKBAX performance shows a YTD return of 0.48%. The 1-year return is 3.85% and the 5-year return is 3.50%. LKBAX dividend yield stands at 6.01%, paid quarterly.

LKBAX top holdings include Apple Inc (3.7%), Nvidia Corp (3.4%), Alphabet Inc series C (2.7%), Microsoft Corp 4.100 Feb 06 37 (2.3%), Amazon.Com Inc (2.1%). View all LKBAX holdings, sector breakdown, or dividend history.

LKBAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LKBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.