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)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 9.07
Mean 0.94
Sharpe Ratio 1.23
Bear Market Decile Rank 5

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Russell 1000 TR USD
R-Squared 90.73 97.45
Beta 1.04 0.7
Alpha 2.68 1.08