LKCM Balanced FundLKBAX
Type
Mutual fund
Peer group
Allocation
Net assets
$103.3M
Expense ratio
0.80%
1-year return
+7.0%
3 years, a year
+8.7%
5 years, a year
+4.6%
Holdings
122
What it aims to do.
The Fund seeks current income and long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AAPL Apple Inc | 3.72% |
| NVDA NVIDIA Corp | 3.38% |
| GOOG Alphabet Inc | 2.69% |
| MSFT Microsoft Corp | 2.33% |
| AMZN Amazon.com Inc | 2.08% |
| LHX L3Harris Technologies Inc | 1.96% |
| NEM Newmont Corp | 1.85% |
| META Meta Platforms Inc | 1.81% |
| WMT Walmart Inc | 1.76% |
| Linde PLC | 1.73% |
More on LKBAX.
- LKBAX overview
- LKBAX holdings
- LKBAX risk
- LKBAX costs
- LKBAX money in and out
- LKBAX share classes
- Compare LKBAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.