Lkcm Balanced Financials
| LKBAX Fund | USD 29.33 0.14 0.48% |
Lkcm |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Lkcm Balanced Fund Summary
Lkcm Balanced competes with Mairs Power, Lkcm Equity, Boston Trust, Value Line, and Columbia Balanced. 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, andor attractive relative valuation.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Lkcm Funds |
| Mutual Fund Family | LKCM |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 688 5526 |
| Currency | USD - US Dollar |
Lkcm Balanced Key Financial Ratios
Lkcm Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lkcm Balanced's current stock value. Our valuation model uses many indicators to compare Lkcm Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lkcm Balanced competition to find correlations between indicators driving Lkcm Balanced's intrinsic value. More Info.Lkcm Balanced Fund is rated second overall fund in price to earning among similar funds. It also is rated second overall fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lkcm Balanced Fund is roughly 7.31 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lkcm Balanced's earnings, one of the primary drivers of an investment's value.Lkcm Balanced Systematic Risk
Lkcm Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lkcm Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Lkcm Balanced correlated with the market. If Beta is less than 0 Lkcm Balanced generally moves in the opposite direction as compared to the market. If Lkcm Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lkcm Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lkcm Balanced is generally in the same direction as the market. If Beta > 1 Lkcm Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Lkcm Balanced December 13, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lkcm Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lkcm Balanced Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lkcm Balanced Fund based on widely used predictive technical indicators. In general, we focus on analyzing Lkcm Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Lkcm Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3794 | |||
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 2.42 | |||
| Value At Risk | (0.51) | |||
| Potential Upside | 0.66 |
Other Information on Investing in Lkcm Mutual Fund
Lkcm Balanced financial ratios help investors to determine whether Lkcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lkcm with respect to the benefits of owning Lkcm Balanced security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges |