LKFIX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to LKFIX

LKFIX charges 0.50% annually. There are 13 mutual funds in the Corporate Bonds category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	0.05%	—	Nov 2009	LKFIX vs VLCIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.05%	—	Nov 2009	LKFIX vs VSTBX
VICBX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.05%	—	Nov 2009	LKFIX vs VICBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.07%	49.50B	Nov 2010	LKFIX vs VSCSX
VICSX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.07%	68.10B	Mar 2010	LKFIX vs VICSX

Best Risk-Adjusted Alternatives to LKFIX

LKFIX has a PortfoliosLab risk / return rank of 34. There are 7 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	91	—	Dec 2014	LKFIX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	81	—	Nov 2009	LKFIX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	79	49.50B	Nov 2010	LKFIX vs VSCSX
JMABX	John Hancock Managed Account Shares Investment-Gra...	47	—	Jul 2019	LKFIX vs JMABX
PRPIX	T. Rowe Price Corporate Income Fund	41	—	Oct 1995	LKFIX vs PRPIX

Top Performing LKFIX Alternatives (YTD)

LKFIX is at 0.19% YTD. There are 39 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 5.09%.

Symbol	Name	YTD Return	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	5.09%	—	Dec 2014	LKFIX vs MIFIX
LMLCX	Western Asset SMASh Series C Fund	1.60%	—	Dec 2006	LKFIX vs LMLCX
VLTCX	Vanguard Long-Term Corporate Bond Index Fund Admir...	1.12%	8.60B	Jan 2010	LKFIX vs VLTCX
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	1.11%	—	Nov 2009	LKFIX vs VLCIX
ACISX	AB Corporate Income Shares	0.98%	—	Dec 2006	LKFIX vs ACISX

Lowest Volatility Alternatives to LKFIX

LKFIX has 2.58% 1-year volatility. There are 2 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.75%.

Symbol	Name	Volatility 1Y	AUM	Inception
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	1.75%	49.50B	Nov 2010	LKFIX vs VSCSX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	1.76%	—	Nov 2009	LKFIX vs VSTBX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	2.90%	—	Sep 2018	LKFIX vs IDMIX
MIFIX	Miller Intermediate Bond Fund	3.02%	—	Dec 2014	LKFIX vs MIFIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	3.11%	—	Dec 1993	LKFIX vs FIIFX

Lowest Drawdown Alternatives to LKFIX

LKFIX has a 1-year max drawdown of -1.76%. There are 2 mutual funds in the Corporate Bonds category with shallower 1-year drawdowns, going as shallow as -1.31%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	-1.31%	—	Nov 2009	LKFIX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	-1.36%	49.50B	Nov 2010	LKFIX vs VSCSX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	-2.28%	—	Dec 1993	LKFIX vs FIIFX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	-2.38%	—	Sep 2018	LKFIX vs IDMIX
SMARX	Brandes Separately Managed Account Reserve Trust	-2.61%	—	Oct 2005	LKFIX vs SMARX

Other Mutual Funds from LKCM

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AQEIX	LKCM Aquinas Catholic Equity Fund	Large Cap Growth Equities	15	3.67%	—	Jul 2005	LKFIX vs AQEIX
LKSCX	LKCM Small Cap Equity Fund	Small Cap Growth Equities	32	6.95%	—	Jul 1994	LKFIX vs LKSCX
LKEQX	LKCM Equity Fund	Large Cap Growth Equities	31	6.14%	—	Jan 1996	LKFIX vs LKEQX
LKSMX	LKCM Small-Mid Cap Equity Fund	Mid Cap Growth Equities	8	5.02%	—	May 2011	LKFIX vs LKSMX
LKBAX	LKCM Balanced Fund	Diversified Portfolio	22	2.62%	—	Dec 1997	LKFIX vs LKBAX
LKINX	LKCM International Equity Fund	Foreign Large Cap Equities	25	10.08%	—	May 2019	LKFIX vs LKINX

Often Compared With LKFIX

Investors most often compare LKFIX with FIKOX, CFICX, CBFSX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FIKOX	Fidelity Advisor Corporate Bond Fund Class Z	Corporate Bonds	26	0.69%	—	Oct 2018	LKFIX vs FIKOX
CFICX	Calvert Income Fund	Corporate Bonds	33	0.52%	—	Oct 1982	LKFIX vs CFICX
CBFSX	JPMorgan Corporate Bond Fund	Corporate Bonds	20	0.17%	—	Mar 2013	LKFIX vs CBFSX
GSGDX	Goldman Sachs Investment Grade Credit Fund	Corporate Bonds	25	0.53%	—	Nov 2003	LKFIX vs GSGDX
PBBBX	PIA BBB Bond Fund	Corporate Bonds	26	0.25%	—	Sep 2003	LKFIX vs PBBBX
BFCAX	American Funds Corporate Bond Fund	Corporate Bonds	17	0.35%	—	Dec 2012	LKFIX vs BFCAX
VBF	Invesco Bond Fund	Corporate Bonds	5	-0.88%	—	Oct 1970	LKFIX vs VBF
LAGVX	Lord Abbett Income Fund	Corporate Bonds	25	0.57%	—	Jan 1982	LKFIX vs LAGVX
FCSPX	Federated Hermes Corporate Bond Strategy Port	Corporate Bonds	32	0.77%	—	Jun 2006	LKFIX vs FCSPX
FHMFX	Fidelity Series Corporate Bond Fund	Corporate Bonds	28	0.85%	—	Aug 2018	LKFIX vs FHMFX
FCBAX	Fidelity Advisor Corporate Bond Fund Class A	Corporate Bonds	22	0.42%	—	May 2010	LKFIX vs FCBAX
ACCBX	Invesco Corporate Bond Fund	Corporate Bonds	30	0.62%	—	Sep 1971	LKFIX vs ACCBX
ISHIX	Federated Hermes Corporate Bond Fund	Corporate Bonds	23	0.05%	—	May 1987	LKFIX vs ISHIX
SIDCX	SEI Institutional Investments Trust Intermediate D...	Corporate Bonds	23	0.60%	—	Mar 2015	LKFIX vs SIDCX
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	1	-3.37%	—	Dec 2002	LKFIX vs PTY
FCBFX	Fidelity Corporate Bond Fund	Corporate Bonds	23	0.55%	—	May 2010	LKFIX vs FCBFX
CPUIX	AAM/Insight Select Income Fund	Corporate Bonds	26	0.43%	—	Apr 2013	LKFIX vs CPUIX
PBDCX	PIMCO Investment Grade Credit Bond Fund Class C	Corporate Bonds	15	0.03%	—	Sep 2004	LKFIX vs PBDCX
PIGIX	PIMCO Investment Grade Credit Bond Fund	Corporate Bonds	21	0.51%	—	Apr 2000	LKFIX vs PIGIX
DFTEX	DFA Intermediate-Term Extended Quality Portfolio F...	Corporate Bonds	32	0.87%	—	Jul 2010	LKFIX vs DFTEX

Compare LKFIX with Any Fund or Stock

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

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Diversifiers

Pair LKFIX with funds that move differently

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

Explore LKFIX Diversifiers

LKCM Fixed Income Fund (LKFIX) Alternatives