PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

LKCM Fixed Income Fund (LKFIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 24, 2026

The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of investment grade corporate and U.S. government fixed income securities. The fund's investments in fixed income securities consist primarily of investment grade corporate fixed income securities and fixed income securities issued or guaranteed by the U.S. government, its agencies or instrumentalities. The fund typically invests in fixed income securities with short- to intermediate-term maturities from one to ten years.

Looking to diversify beyond LKFIX? The mutual funds below have the lowest correlation with LKFIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from LKFIX.

Best Diversifiers for LKFIX

0 mutual funds have low correlation with LKFIX (below 0.3), 0 of which are negatively correlated. The least correlated is Miller Intermediate Bond Fund (MIFIX) (Corporate Bonds) with a 1Y correlation of 0.43, up from 0.23 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
MIFIX
Miller Intermediate Bond Fund0.430.300.23
89
Corporate BondsLKFIX vs MIFIX
VSTBX
Vanguard Short-Term Corporate Bond Index Fund Inst...0.850.880.89
77
Corporate BondsLKFIX vs VSTBX
VSCSX
Vanguard Short-Term Corporate Bond Index Fund Admi...0.860.880.89
74
Corporate BondsLKFIX vs VSCSX

Rows per page

1–3 of 3

Diversification Analysis

Build a portfolio that complements LKFIX

Add LKFIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with LKFIX