LKBLX Mutual Fund

LKBLX Mutual Fund (LK Balanced Fund Inst Cl) is managed by Lawson Kroeker with $26.8M in net assets. LKBLX expense ratio is 1.00%, holding 50 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2012-06-29.

LKBLX performance shows a YTD return of 5.41%. The 1-year return is 11.23% and the 5-year return is 4.96%. LKBLX dividend yield stands at 11.53%, paid annually.

LKBLX top holdings include Texas Pacific Land Trust (4.8%), Berkshire Hathaway, Inc. (4.1%), Phillips 66 (3.3%), CHEVRON CORP (3.2%), JOHNSON AND JOHNSON (2.9%). View all LKBLX holdings, sector breakdown, or dividend history.

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