LKBAX Mutual Fund Similar Funds | MarketXLS

LKBAX Mutual Fund

NAV$29.63

AUM$109M

TER0.80%

Holdings122

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LKBAX Mutual Fund

NAV$29.63

LKCM Balanced Fund

AUM$109M

TER0.80%

Holdings122

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LKBAX Mutual Fund Similar Funds

LKBAX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include FBALX, CSPGX, LLARX, JDBRX, HRRLX.

LKBAX alternatives help with portfolio diversification and cost optimization. LKBAX overlap shows shared holdings with similar funds. LKBAX tax-loss harvesting finds correlated substitutes.