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Lkcm Balanced Fund: (MF: LKBAX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 04:53 PM ET

$28.92 USD

+0.07 (0.24%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Zacks Premium Research for LKBAX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

Fund Description

The fund was incepted in December 1997 and is managed by Luther King Capital Management Corporation. The fund seeks current income and long-term capital appreciation. The fund invests primarily in a diversified portfolio of equity and fixed-income securities, including common stocks, income producing securities convertible into common stocks, fixed-income securities and cash equivalent securities. Dividends are distributed quarterly. Capital gains, if any, are distributed annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
LKCM Balanced LKBAX NA NA 1.00 0.00 0.65 0.80

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
LKCM Balanced Fd LKBAX 28.92 12/30/1997 NA 6.54 9.01 6.11

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
LKCM Balanced LKBAX 2000 500 0 A

Contact Information

Family LKCM
Address 301 Commerce St, Ste 1600
Fort Worth, TX 76102
Phone 800 688-5526