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LKCM Balanced (LKBAX)

On Feb 10: 12.86 USD  Up 0.10 (0.78%)  
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 LKCM BALANCED FUND Delayed quote dataEdit
Net Asset Value:12.86
Trade Time:Feb 10
Change:Up 0.10 (0.78%)
Prev Close:12.76
YTD Return*:21.49%
Net Assets*:13.18M
Yield*:1.94%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for LKBAX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:5 stars
Total Assets:13.18M
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:21.49%
5y Avg Return:4.93%
Rank in Category (ytd):698
% Rank in Category (ytd):58.95%
Beta (3y):0.86
Morningstar Risk Rating:Below average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks current income and long-term capital appreciation. The fund attempts to achieve this goal by investing primarily in a diversified portfolio of equity and fixed-income securities, including common stocks, income producing securities convertible into common stocks, fixed income securities and cash equivalent securities. The fund's investments in fixed income securities will consist primarily of investment grade corporate and government issues with intermediate maturities from one to ten years. It normally invests in securities of small, mid and large capitalization companies.
Fund Profile


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