Lkcm Fixed Minimum Initial Investment vs. Three Year Return
| LKFIX Fund | USD 10.48 0.02 0.19% |
For Lkcm Fixed profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Lkcm Fixed to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Lkcm Fixed Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Lkcm Fixed's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Lkcm Fixed Income over time as well as its relative position and ranking within its peers.
Lkcm |
Lkcm Fixed Income Three Year Return vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Lkcm Fixed's current stock value. Our valuation model uses many indicators to compare Lkcm Fixed value to that of its competitors to determine the firm's financial worth. Lkcm Fixed Income is rated fourth overall fund in minimum initial investment among similar funds. It also is rated fourth overall fund in three year return among similar funds . The ratio of Minimum Initial Investment to Three Year Return for Lkcm Fixed Income is about 1,861 . 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 Fixed's earnings, one of the primary drivers of an investment's value.Lkcm Three Year Return vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Lkcm Fixed |
| = | 2 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Lkcm Fixed |
| = | 1.07 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Lkcm Three Year Return Comparison
Lkcm Fixed is rated third overall fund in three year return among similar funds.
Lkcm Fixed Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Lkcm Fixed, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Lkcm Fixed will eventually generate negative long term returns. The profitability progress is the general direction of Lkcm Fixed's change in net profit over the period of time. It can combine multiple indicators of Lkcm Fixed, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its net assets in a portfolio of investment grade corporate and U.S. government fixed income securities. The funds investments in fixed income securities consist primarily of investment grade corporate fixed income securities and fixed income securities issued or guaranteed by the U.S. government, its agencies or instrumentalities. The fund typically invests in fixed income securities with short- to intermediate-term maturities from one to ten years.
Lkcm Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Lkcm Fixed. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Lkcm Fixed position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Lkcm Fixed's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Lkcm Fixed without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Efficient FrontierPlot and analyze your portfolio and positions against risk-return landscape of the market. |
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Use Investing Themes to Complement your Lkcm Fixed position
In addition to having Lkcm Fixed in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Size And Style ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Size And Style ETFs theme has 1105 constituents at this time.
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Other Information on Investing in Lkcm Mutual Fund
To fully project Lkcm Fixed's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Lkcm Fixed Income at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Lkcm Fixed's income statement, its balance sheet, and the statement of cash flows.
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