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Dec 21: 13.11  Up 0.09 (0.69%)  

LKCM Balanced (LKBAX)

LKCM BALANCED FUND

Net Asset Value:13.11
Trade Time:Dec 21
Change:Up 0.09 (0.69%)
Prev Close:13.02
YTD Return*:21.49%
Net Assets*:13.18M
Yield*:1.94%

* As of 30-Nov-09

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Fund Basics

Morningstar Overall Rating:
Total Assets:13.18M
Category:Moderate Allocation
Total Expense Ratio:%

Performance & Risk

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

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. View More

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