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LKCM Balanced Fund (LKBAX)

NASDAQ Financial Services Asset Management
$29.31 ▲ +0.14%
Market Cap
$105.8M
Sector
Financial Services
Industry
Asset Management
Beta
0.84
52-Wk Range
27.25-29.81
CEO
—
Country
US
Currency
USD

LKCM Balanced Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Fort Worth, TX, US. The stock last traded at $29.31, up 0.14% on the session, giving a market capitalisation of $105.8M. Its beta of 0.84 implies it has historically moved less than the broad market.

Company profile
Exchange
NASDAQ
Employees
80
IPO date
1997-12-30
Headquarters
Fort Worth, TX, US
About LKCM Balanced Fund

The fund endeavors to fulfill its investment objectives primarily through strategic allocations to a mix of equity and fixed-income instruments. Within its equity holdings, it focuses on high-caliber corporations that consistently demonstrate traits like elevated profit margins, impeccable balance sheet strength, sustainable competitive advantages, a proven ability to generate ample free cash, substantial ownership by their management teams, promising avenues for capital redeployment, dominant market shares, and/or favorable valuations relative to their peers.

Comparable companies

LKCM Balanced Fund is most often compared with the following Financial Services names:

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