LKBAX Mutual Fund
LKBAX Mutual Fund
LKBAX Mutual Fund
LKCM Balanced Fund
LKBAX Mutual Fund Overview
LKBAX Mutual Fund (LKCM Balanced Fund) is managed by LKCM Funds with $106.4M in net assets. LKBAX expense ratio is 0.80%, holding 125 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1997-12-30.
LKBAX performance shows a YTD return of 5.41%. The 1-year return is 6.68% and the 5-year return is 4.33%. LKBAX dividend yield stands at 5.73%, paid quarterly.
LKBAX top holdings include Apple, Inc (4.2%), Nvidia Corp (3.8%), Alphabet Inc. C (3.0%), Amazon.Com Inc (2.3%), Microsoft Corp (2.3%). 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.