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LKCM Balanced Fund (LKBAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LKBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to LKBAX

LKBAX charges 0.80% annually. There are 340 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.


Best Risk-Adjusted Alternatives to LKBAX

LKBAX has a PortfoliosLab risk / return rank of 22. There are 510 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.


Top Performing LKBAX Alternatives (YTD)

LKBAX is at 2.62% YTD. There are 507 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 32.52%.


Lowest Volatility Alternatives to LKBAX

LKBAX has 6.98% 1-year volatility. There are 183 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.


Lowest Drawdown Alternatives to LKBAX

LKBAX has a 1-year max drawdown of -5.71%. There are 193 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.


Other Mutual Funds from LKCM

The 6 most viewed LKCM mutual funds shown here include AQEIX, LKFIX, LKSCX and span 5 categories.


Often Compared With LKBAX

Investors most often compare LKBAX with FXAIX, SCHD, PMAIX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.


Compare LKBAX with Any Fund or Stock

Compare LKBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair LKBAX with funds that move differently

LKCM Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LKBAX.

Explore LKBAX Diversifiers