LKCM Balanced Fund

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

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 9.04
Mean 0.99
Sharpe Ratio 1.31
Bear Market Decile Rank 5

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Russell 1000 TR USD
R-Squared 90.96 97.52
Beta 1.06 0.71
Alpha 2.27 0.36