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 Holdings

Asset Allocation

% Long % Net
Cash 3.06 3.06
Stocks 67.88 67.88
Bonds 25.36 25.36
Other 0.0 0.0
Foreign Bonds 2.01 2.01
Foreign Stocks 1.69 1.69
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Amazon.com Inc AMZN -9.78 1.47
Apple Inc AAPL -5.38 1.4
Celgene Corporation CELG -5.14 1.39
Comerica Inc CMA 0.0 1.28
Cabot Oil & Gas Corporation Class A COG -10.32 1.23
JPMorgan Chase & Co JPM -3.23 1.21
SunTrust Banks Inc STI 1.36 1.18
Wells Fargo & Co WFC 2.31 1.17
Time Warner Inc TWX -4.21 1.15
Adobe Systems Inc ADBE 13.33 1.14