LKCM Balanced Fund (LKBAX)
LKBAX Price Chart
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LKBAX Fund Profile
Key details and information about LKCM Balanced Fund (LKBAX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
30 Dec 1997
Country
US
Description
The fund endeavors to fulfill its investment objectives primarily through strategic allocations to a mix of equity and fixed-income instruments. Within its equity holdings, it focuses on high-caliber corporations that consistently demonstrate traits like elevated profit margins, impeccable balance sheet strength, sustainable competitive advantages, a proven ability to generate ample free cash, substantial ownership by their management teams, promising avenues for capital redeployment, dominant market shares, and/or favorable valuations relative to their peers.
LKBAX Fund Performance
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