LKCM Balanced
301 Commerce Suite 1600 Fort Worth TX 76102
Phone: 800-688-5526
| Category: |
Moderate Allocation |
| Fund Family: |
LKCM |
| Net Assets: |
12.20M |
| Year-to-Date Return: |
8.25% |
| Yield: |
1.97% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
30-Dec-97 |
|
Scot Hollmann
Lead Manager since
30-Dec-97 |
|
| Hollmann became a portfolio manager for Luther King Capital Management in May 1983 and currently serves as vice president. Hollman is a Chartered Financial Analyst and a Chartered Investment Counselor. He is a member of the Dallas Society of Investment Analysts. |
| Min Initial Investment: |
$10,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$10,000 |
| Min Subsequent Investment: |
$1,000 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| 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. |
| Last Dividend
(28-Dec-07):
|
0.09 |
| Last Cap Gain
(28-Dec-07):
|
0.34 |
| Annual Holdings Turnover
|
12.00% |
| Average for Category:
|
68.16% |
|
| Expense |
LKBAX |
Category
Avg |
| Total Expense Ratio: |
0.80%
|
1.11% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.21% |
| Max Deferred Sales Load: |
0.00%
|
2.74% |
| 3 Yr Expense Projection*: |
$459 |
$638 |
| 5 Yr Expense Projection*: |
$793 |
$954 |
| 10 Yr Expense Projection*: |
$1,736 |
$1,869 |
|
|
Help
0.10 (0.78%) 
Profile
