LKCM Balanced Fund

Class No Load (LKBAX)
Scorecard
4 / 5 Stars
Lipper
5 4 4 5 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B- (Buy)

Fund Fees

Updated 06.30.2013

Maximum Sales Fees %
Initial
Deferred

Updated 06.30.2013

Maximum Fees %
Administrative
Management 0.65
Redemption 1.0

Updated 06.30.2013

Actual Fees %
12b-1 0.0
Management 0.65
Net Expense Ratio: Annual Report 0.8
Net Expense Ratio: Prospectus 0.8

Updated 04.22.2014

Total Cost Projections
3-Year $320.00
5-Year $577.00
10-Year $1,313.00

Purchase Information

Updated 05.01.2013

Minimum Investments
Initial $2,000.00
Additional $1,000.00
Initial IRA
Additional IRA
Initial AIP $2,000.00
Additional AIP $100.00