LKCM Balanced Fund (LKBAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LKBAX
LKBAX charges 0.80% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among LKBAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | LKBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | LKBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | LKBAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | LKBAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | LKBAX vs FYMIX |
Best Risk-Adjusted Alternatives to LKBAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | LKBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | LKBAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | LKBAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | LKBAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | LKBAX vs PMAIX |
Top Performing LKBAX Alternatives (YTD)
LKBAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | LKBAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | LKBAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | LKBAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | LKBAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | LKBAX vs CONWX |
Lowest Volatility Alternatives to LKBAX
LKBAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | LKBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | LKBAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | LKBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | LKBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | LKBAX vs SICIX |
Lowest Drawdown Alternatives to LKBAX
LKBAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | LKBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | LKBAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | LKBAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | LKBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | LKBAX vs SICIX |
Other Mutual Funds from LKCM
Most popular LKCM mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| LKCM Aquinas Catholic Equity Fund | Large Cap Growth Equities | 14 | -4.23% | Jul 11, 2005 | LKBAX vs AQEIX | |
| LKCM Fixed Income Fund | Corporate Bonds | 84 | -0.38% | Dec 30, 1997 | LKBAX vs LKFIX | |
| LKCM Small Cap Equity Fund | Small Cap Growth Equities | 40 | -4.34% | Jul 14, 1994 | LKBAX vs LKSCX | |
| LKCM Equity Fund | Large Cap Growth Equities | 30 | -3.56% | Jan 3, 1996 | LKBAX vs LKEQX | |
| LKCM Small-Mid Cap Equity Fund | Mid Cap Growth Equities | 9 | -6.34% | May 2, 2011 | LKBAX vs LKSMX | |
| LKCM International Equity Fund | Foreign Large Cap Equities | 44 | -1.46% | May 1, 2019 | LKBAX vs LKINX |
Often Compared With LKBAX
What investors most often compare with LKBAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | LKBAX vs SCHD | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | LKBAX vs FXAIX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | LKBAX vs MAANX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | LKBAX vs WWWEX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | LKBAX vs TPDAX |
Compare LKBAX with Any Fund or Stock
Compare LKBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.