loader image

LKCM Fixed Income Fund

Morningstar Rating

As of 09/30/2023 (Corporate Bond Category)


3 Year

5 Year

10 Year

As of 09/30/2023, there were 211 Funds in the Corporate Bond Category for the Overall, 189 Funds for the 3 year period, 170 Funds for the 5 year period, and 101 Funds for the 10 year period. Overall Morningstar Ratings are derived from a weighted average of the fund’s three- and ten-year (if applicable) risk adjusted returns measure.

LKCM Fixed Income Fund Performance

As of 09/30/2023

YTD1YR3YR5YR10YR15YRSince Inception
LKCM Fixed Income Fund0.90%2.16%-1.94%0.95%1.22%2.72%3.53%
Bloomberg Interm. Gov/Credit Bond Index0.65%2.20%-2.93%1.02%1.27%2.48%3.68%
Lipper Short Intermediate Investment Grade Debt Funds Index1.64%3.19%-1.34%1.39%1.45%2.70%3.36%
Morningstar Corporate Term Bond Category3.74%-4.46%0.83%2.02%4.07%
Morningstar Percentile Rank95%3%45%94%N/A
Number of Funds in Category211189170101N/A

Investment Objective

The Fund seeks current income.

Inception Date: 12/30/97
All periods over one year are annualized.
Net Expense Ratio: 0.50%* Gross Expense Ratio: 0.79%

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Fund performance current to the most recent month-end may be lower or higher than the performance quoted and can be obtained by calling 1-800-688-LKCM. The fund imposes a 1.00% redemption fee on shares held less than 30 days, and if reflected, the fee would reduce the performance shown.

Portfolio Managers

Joan M. Maynard

View Full Bio

Scot C. Hollmann, CFA, CIC

View Full Bio

Mark L. Johnson, CFA, CIC

View Full Bio