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
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
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	0.05%	—	Nov 2009	LKFIX vs VLCIX
VICSX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.06%	69.50B	Mar 2010	LKFIX vs VICSX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.06%	51.90B	Nov 2010	LKFIX vs VSCSX

Best Risk-Adjusted Alternatives to LKFIX

LKFIX has a PortfoliosLab risk / return rank of 25. There are 4 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	96	—	Dec 2014	LKFIX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	82	—	Nov 2009	LKFIX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	80	51.90B	Nov 2010	LKFIX vs VSCSX
JMABX	John Hancock Managed Account Shares Investment-Gra...	26	—	Jul 2019	LKFIX vs JMABX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	23	—	Sep 2018	LKFIX vs IDMIX

Top Performing LKFIX Alternatives (YTD)

LKFIX is at -0.36% YTD. There are 6 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 5.91%.

Symbol	Name	YTD Return	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	5.91%	—	Dec 2014	LKFIX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.83%	—	Nov 2009	LKFIX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.79%	51.90B	Nov 2010	LKFIX vs VSCSX
SMARX	Brandes Separately Managed Account Reserve Trust	-0.12%	—	Oct 2005	LKFIX vs SMARX
JMABX	John Hancock Managed Account Shares Investment-Gra...	-0.18%	—	Jul 2019	LKFIX vs JMABX

Lowest Volatility Alternatives to LKFIX

LKFIX has 2.52% 1-year volatility. There are 2 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.78%.

Symbol	Name	Volatility 1Y	AUM	Inception
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	1.78%	51.90B	Nov 2010	LKFIX vs VSCSX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	1.78%	—	Nov 2009	LKFIX vs VSTBX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	2.79%	—	Sep 2018	LKFIX vs IDMIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	3.03%	—	Dec 1993	LKFIX vs FIIFX
MIFIX	Miller Intermediate Bond Fund	3.10%	—	Dec 2014	LKFIX vs MIFIX

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%	51.90B	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	8	2.77%	—	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	17	5.72%	—	Jan 1996	LKFIX vs LKEQX
LKSMX	LKCM Small-Mid Cap Equity Fund	Mid Cap Growth Equities	10	3.52%	—	May 2011	LKFIX vs LKSMX
LKINX	LKCM International Equity Fund	Foreign Large Cap Equities	44	9.96%	—	May 2019	LKFIX vs LKINX
LKBAX	LKCM Balanced Fund	Diversified Portfolio	18	2.91%	—	Dec 1997	LKFIX vs LKBAX

Often Compared With LKFIX

Investors most often compare LKFIX with FIKOX, CBFSX, CFICX. These 20 comparison targets span 2 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	11	-1.13%	—	Oct 2018	LKFIX vs FIKOX
CBFSX	JPMorgan Corporate Bond Fund	Corporate Bonds	8	-1.70%	—	Mar 2013	LKFIX vs CBFSX
CFICX	Calvert Income Fund	Corporate Bonds	18	-0.74%	—	Oct 1982	LKFIX vs CFICX
GSGDX	Goldman Sachs Investment Grade Credit Fund	Corporate Bonds, Investment Grade Bonds	12	-1.07%	—	Nov 2003	LKFIX vs GSGDX
PBBBX	PIA BBB Bond Fund	Corporate Bonds	10	-1.58%	—	Sep 2003	LKFIX vs PBBBX
LMLCX	Western Asset SMASh Series C Fund	Corporate Bonds	20	-0.88%	—	Dec 2006	LKFIX vs LMLCX
SIDCX	SEI Institutional Investments Trust Intermediate D...	Corporate Bonds	10	-1.18%	—	Mar 2015	LKFIX vs SIDCX
VBF	Invesco Bond Fund	Corporate Bonds	4	-1.33%	—	Oct 1970	LKFIX vs VBF
LAGVX	Lord Abbett Income Fund	Corporate Bonds	14	-1.08%	—	Jan 1982	LKFIX vs LAGVX
ACCBX	Invesco Corporate Bond Fund	Corporate Bonds	11	-1.40%	—	Sep 1971	LKFIX vs ACCBX
BFCAX	American Funds Corporate Bond Fund	Corporate Bonds	7	-1.55%	—	Dec 2012	LKFIX vs BFCAX
FHMFX	Fidelity Series Corporate Bond Fund	Corporate Bonds	12	-1.00%	—	Aug 2018	LKFIX vs FHMFX
PIGIX	PIMCO Investment Grade Credit Bond Fund	Corporate Bonds, Investment Grade Bonds	13	-1.08%	—	Apr 2000	LKFIX vs PIGIX
FCBAX	Fidelity Advisor Corporate Bond Fund Class A	Corporate Bonds	9	-1.33%	—	May 2010	LKFIX vs FCBAX
FCBFX	Fidelity Corporate Bond Fund	Corporate Bonds	11	-1.17%	—	May 2010	LKFIX vs FCBFX
ISHIX	Federated Hermes Corporate Bond Fund	Corporate Bonds	10	-1.51%	—	May 1987	LKFIX vs ISHIX
FCSPX	Federated Hermes Corporate Bond Strategy Port	Corporate Bonds	14	-1.00%	—	Jun 2006	LKFIX vs FCSPX
PBDCX	PIMCO Investment Grade Credit Bond Fund Class C	Corporate Bonds, Investment Grade Bonds	8	-1.64%	—	Sep 2004	LKFIX vs PBDCX
VLTCX	Vanguard Long-Term Corporate Bond Index Fund Admir...	Corporate Bonds	5	-2.66%	10.00B	Jan 2010	LKFIX vs VLTCX
PRPIX	T. Rowe Price Corporate Income Fund	Corporate Bonds	12	-1.21%	—	Oct 1995	LKFIX vs PRPIX

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