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 Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Aggressive Target Risk % Rank
Year-to-date 1.12 -0.54 -0.29 72
1-Month 3.49 0.32 -1.25 91
3-Month 3.16 0.50 -0.12 59
6-Month 10.70 1.17 -2.95 82
1-Year 18.53 6.02 -1.33 45
3-Year (Annualized) 11.40 3.18 1.01 5
5-Year (Annualized) 16.18 1.17 -4.97 89
10-Year (Annualized) 7.62 0.57 -0.42 11