LKCM Fixed Income Fund

Class No Load (LKFIX)
Scorecard
2 / 5 Stars
Lipper
4 4 5 5 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#25 in Corporate Bond

U.S. News evaluated 47 Corporate Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 0.81 percent over the past year, 3.34 percent over the past three years, 5.30 percent over the past five years, and 4.29 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 0.8%
3 Years (Annualized) 3.3%
5 Years (Annualized) 5.3%
10 Years (Annualized) 4.3%

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Summary

The investment seeks current income. The fund invests normally at least 80% of net assets (plus any borrowings for investment purposes) in a diversified portfolio of investment grade corporate and government fixed income securities. It typically invests in securities with short-term to intermediate-term maturities (those with maturities from one to ten years) issued by corporations and other entities, the U.S. government, agencies or instrumentalities of the U.S. government and cash equivalent securities. The fund seeks to maintain an average effective maturity between three and 10 years under normal market and economic conditions.

Fees

Fees are Above Average compared to funds in the same category.
LKCM Fixed Income Fund has an expense ratio of 0.65 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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