| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
4
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#28 in Moderate Allocation
U.S. News evaluated 278 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.49 percent over the past year, 12.14 percent over the past three years, 7.05 percent over the past five years, and 7.65 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 10.5% |
| 1 Year | 18.5% |
| 3 Years (Annualized) | 12.1% |
| 5 Years (Annualized) | 7.1% |
| 10 Years (Annualized) | 7.6% |
Summary
The investment seeks current income and long-term capital appreciation. The fund invests primarily in a portfolio of equity and fixed income securities and cash equivalent securities. It may invest in securities of small, mid and large capitalization companies. The fund seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, and/or attractive relative valuation.
Fees
Fees are Average compared to funds in the same category.
LKCM Balanced Fund has an expense ratio of 0.80 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
