LKBAX Mutual Fund

LKBAX Mutual Fund (LKCM Balanced Fund) is managed by LKCM Funds with $109.0M 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 2.87%. The 1-year return is 5.05% and the 5-year return is 3.64%. LKBAX dividend yield stands at 5.88%, paid quarterly.

LKBAX top holdings include Apple, Inc (3.7%), Nvidia Corp. (3.4%), Alphabet Inc. C (2.7%), Microsoft Corp (2.3%), Amazon.Com Inc (2.1%). Go to all LKBAX holdings, LKBAX sectors, or LKBAX dividends.

LKBAX can be compared against other funds. Use LKBAX overlap to find shared positions, or LKBAX vs another fund for a side-by-side view. LKBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.