LKCM

Statistics as of May 27, 2025

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Found total of 7 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
0.5%
3yr Sharpe
0.03
YTD Return
-1.8%
3yr Return
20.6%
1yr Return
4.1%
Total Assets
$487M
6M Money Flow
-$28M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
-0.02
YTD Return
-0.6%
3yr Return
17.5%
1yr Return
4.9%
Total Assets
$59M
6M Money Flow
-$1M
Mid-Cap Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.20
YTD Return
-0.6%
3yr Return
31.1%
1yr Return
13.1%
Total Assets
$40M
6M Money Flow
$2M
Small Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.14
YTD Return
-2.7%
3yr Return
30.0%
1yr Return
7.9%
Total Assets
$285M
6M Money Flow
-$4M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.28
YTD Return
12.9%
3yr Return
31.5%
1yr Return
8.7%
Total Assets
$69M
6M Money Flow
-$575K
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
0.09
YTD Return
1.5%
3yr Return
19.7%
1yr Return
7.3%
Total Assets
$112M
6M Money Flow
-$7M
Corporate Bond
Expense Ratio
0.00%
TTM Yield
3.2%
3yr Sharpe
-0.41
YTD Return
2.3%
3yr Return
8.6%
1yr Return
5.7%
Total Assets
$277M
6M Money Flow
-$10M