LK Balanced FundLKBLX
Type
Mutual fund
Peer group
Allocation
Net assets
$25.6M
Expense ratio
1.00%
1-year return
+8.5%
3 years, a year
+9.1%
5 years, a year
+6.4%
Holdings
50
What it aims to do.
The LK Balanced Fund (the Fund) seeks to achieve long-term capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| TPL Texas Pacific Land Corp | 4.82% |
| BRK-B Berkshire Hathaway Inc | 4.12% |
| PSX Phillips 66 | 3.27% |
| CVX Chevron Corp | 3.23% |
| JNJ Johnson & Johnson | 2.86% |
| MSFT Microsoft Corp | 2.82% |
| GOOG Alphabet Inc | 2.80% |
| AFL Aflac Inc | 2.79% |
| HSY Hershey Co/The | 2.68% |
| CFR Cullen/Frost Bankers Inc | 2.68% |
More on LKBLX.
- LKBLX overview
- LKBLX holdings
- LKBLX risk
- LKBLX costs
- LKBLX money in and out
- LKBLX share classes
- Compare LKBLX 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.