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%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | LKBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | LKBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | LKBAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | LKBAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | LKBAX vs FYMIX |
Best Risk-Adjusted Alternatives to LKBAX
LKBAX has a PortfoliosLab risk / return rank of 21. There are 508 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | LKBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | LKBAX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | LKBAX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | LKBAX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | LKBAX vs FSRKX |
Top Performing LKBAX Alternatives (YTD)
LKBAX is at 2.48% YTD. There are 509 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | LKBAX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | LKBAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | LKBAX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | LKBAX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | LKBAX vs DGIFX |
Lowest Volatility Alternatives to LKBAX
LKBAX has 6.97% 1-year volatility. There are 183 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | LKBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | LKBAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | LKBAX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | LKBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | LKBAX vs CSTAX |
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%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | LKBAX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | LKBAX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | LKBAX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | LKBAX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | LKBAX vs FSRRX |
Other Mutual Funds from LKCM
The 6 most viewed LKCM mutual funds shown here include AQEIX, LKFIX, LKSCX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LKCM Aquinas Catholic Equity Fund | Large Cap Growth Equities | 14 | 3.05% | — | Jul 2005 | LKBAX vs AQEIX | |
| LKCM Fixed Income Fund | Corporate Bonds | 38 | 0.19% | — | Dec 1997 | LKBAX vs LKFIX | |
| LKCM Small Cap Equity Fund | Small Cap Growth Equities | 34 | 7.59% | — | Jul 1994 | LKBAX vs LKSCX | |
| LKCM Equity Fund | Large Cap Growth Equities | 32 | 6.14% | — | Jan 1996 | LKBAX vs LKEQX | |
| LKCM Small-Mid Cap Equity Fund | Mid Cap Growth Equities | 9 | 5.37% | — | May 2011 | LKBAX vs LKSMX | |
| LKCM International Equity Fund | Foreign Large Cap Equities | 25 | 10.78% | — | May 2019 | LKBAX vs LKINX |
Often Compared With LKBAX
Investors most often compare LKBAX with FXAIX, SCHD, PMAIX. These 16 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.
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