LKCM Balanced Fund (LKBAX) Research
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.
Market snapshot
- Symbol
- LKBAX
- Price
- $28.38
- Day change
- +0.21%
- Market cap
- $107.2M
- 52-week range
- 27.25-29.86
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon Balanced Fund (AABPX)
- 13D Activist Fund (DDDAX)
- Voya Emerging Markets High Dividend Equity Fund (IHD)
- Kirr Marbach Partners Value Fund (KMVAX)
- AXS Thomson Reuters Venture Capital Return Tracker Fund (LDVAX)
- Nuveen Select Maturities Municipal Fund (NIM)
- PFG BNY Mellon Diversifier Strategy Fund (PFADX)
- Paradigm Select Fund (PFSLX)
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