LKBLX Mutual Fund

LKBLX Mutual Fund (LK Balanced Fund Inst Cl) is managed by Lawson Kroeker with $27.6M in net assets. LKBLX expense ratio is 1.00%, holding 50 positions across sectors including Financials, Health Care, Industrials. Inception date: 2012-06-29.

LKBLX performance shows a YTD return of 8.60%. The 1-year return is 14.81% and the 5-year return is 6.64%. LKBLX dividend yield stands at 11.19%, paid annually.

LKBLX top holdings include Texas Pacific Land Corp (4.3%), Berkshire Hathaway, Inc., Class B (3.8%), Alphabet, Inc., Class C (3.4%), Phillips 66 (3.0%), Cullen/Frost Bankers, Inc. (2.9%). Go to all LKBLX holdings, LKBLX sectors, or LKBLX dividends.

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