As of 03/31/2024 (Moderate Allocation Category)
Overall
3 Year
5 Year
10 Year
As of 03/31/2024
YTD | 1YR | 3YR | 5YR | 10YR | 15YR | Since Inception | |
---|---|---|---|---|---|---|---|
LKCM Balanced Fund | 5.89% | 14.93% | 3.95% | 8.04% | 7.59% | 10.03% | 6.88% |
Lipper Mixed-Asset Target Allocation Growth Funds Index | 6.21% | 17.99% | 4.84% | 9.04% | 7.62% | 10.40% | 6.74% |
S&P 500® Index | 10.56% | 29.88% | 11.49% | 15.05% | 12.96% | 15.63% | 8.63% |
Bloomberg Barclays Interm. Gov/Credit Bond Index | -0.15% | 2.69% | -1.06% | 1.09% | 1.61% | 2.46% | 3.78% |
Morningstar Moderate Allocation | 15.19% | 4.05% | 7.45% | 6.46% | 9.25% | ||
Morningstar Percentile Rank | 51% | 50% | 37% | 22% | N/A | – | |
Number of Funds in Category | 738 | 686 | 646 | 487 | N/A | – |
The Fund seeks current income and long-term capital appreciation.