LKBAX – LKCM Balanced Investment Strategy | Morningstar

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Strategy

The investment seeks current income and long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity and fixed income securities. It 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LKBAX	LKCM Balanced Fund	No Load	Open			Dec 30, 1997	$106.95M	0.800%	Average	$2,000	−$10.32M

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