LKCM

Statistics as of Apr 04, 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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Corporate Bond
Expense Ratio
0.50%
TTM Yield
3.2%
3yr Sharpe
-0.56
YTD Return
2.4%
3yr Return
8.4%
1yr Return
5.7%
Total Assets
$280M
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
0.80%
TTM Yield
1.5%
3yr Sharpe
-0.04
YTD Return
-6.6%
3yr Return
4.6%
1yr Return
-0.6%
Total Assets
$103M
6M Money Flow
-$6M
Foreign Large Blend
Expense Ratio
1.00%
TTM Yield
1.4%
3yr Sharpe
0.04
YTD Return
-3.4%
3yr Return
5.7%
1yr Return
-4.2%
Total Assets
$58M
6M Money Flow
-$1M
Large Blend
Expense Ratio
0.80%
TTM Yield
0.6%
3yr Sharpe
-0.07
YTD Return
-13.4%
3yr Return
-0.6%
1yr Return
-6.0%
Total Assets
$430M
6M Money Flow
-$35M
Large Blend
Expense Ratio
1.01%
TTM Yield
0.3%
3yr Sharpe
-0.11
YTD Return
-11.8%
3yr Return
-3.1%
1yr Return
-5.1%
Total Assets
$53M
6M Money Flow
-$1M
Small Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-0.03
YTD Return
-16.2%
3yr Return
0.8%
1yr Return
-8.7%
Total Assets
$243M
6M Money Flow
-$2M
Mid-Cap Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
0.07
YTD Return
-12.7%
3yr Return
7.3%
1yr Return
-4.8%
Total Assets
$35M
6M Money Flow
$2M