LKCM

Statistics as of May 01, 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.
Name ▲Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
1.01%
TTM Yield
0.3%
3yr Sharpe
-0.02
YTD Return
-5.9%
3yr Return
13.7%
1yr Return
3.6%
Total Assets
$56M
6M Money Flow
-$1M
Moderate Allocation
Expense Ratio
0.80%
TTM Yield
1.4%
3yr Sharpe
0.09
YTD Return
-1.4%
3yr Return
17.3%
1yr Return
6.8%
Total Assets
$109M
6M Money Flow
-$7M
Large Blend
Expense Ratio
0.80%
TTM Yield
0.6%
3yr Sharpe
0.03
YTD Return
-6.7%
3yr Return
15.9%
1yr Return
3.3%
Total Assets
$461M
6M Money Flow
-$28M
Corporate Bond
Expense Ratio
0.50%
TTM Yield
3.2%
3yr Sharpe
-0.41
YTD Return
2.3%
3yr Return
9.4%
1yr Return
6.2%
Total Assets
$277M
6M Money Flow
-$10M
Foreign Large Blend
Expense Ratio
1.00%
TTM Yield
1.3%
3yr Sharpe
0.28
YTD Return
8.2%
3yr Return
29.3%
1yr Return
10.1%
Total Assets
$65M
6M Money Flow
-$575K
Small Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
0.14
YTD Return
-9.6%
3yr Return
23.0%
1yr Return
2.1%
Total Assets
$260M
6M Money Flow
-$4M
Mid-Cap Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
0.20
YTD Return
-6.4%
3yr Return
26.7%
1yr Return
7.2%
Total Assets
$38M
6M Money Flow
$2M