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LKCM Balanced (LKBAX)

On Feb 9: 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 9
Change: Up 0.10 (0.78%)
Prev Close: 12.86
YTD Return*: 8.25%
Net Assets*: 12.20M
Yield*: 1.97%
* As of 31-Dec-07
LKCM Balanced (LKBAX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 12.20M
Category: Moderate Allocation
Total Expense Ratio: 0.80%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 8.25%
5y Avg Return: 9.74%
Rank in Category (ytd): 352
% Rank in Category (ytd): 31.91%
Beta (3y): 0.76
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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