LKCM

Statistics as of Apr 02, 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
0.80%
TTM Yield
0.5%
3yr Sharpe
-0.07
YTD Return
-3.6%
3yr Return
11.2%
1yr Return
3.7%
Total Assets
$478M
6M Money Flow
-$35M
Large Blend
Expense Ratio
1.01%
TTM Yield
0.3%
3yr Sharpe
-0.11
YTD Return
-1.6%
3yr Return
9.1%
1yr Return
4.9%
Total Assets
$59M
6M Money Flow
-$1M
Mid-Cap Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
0.07
YTD Return
-3.0%
3yr Return
19.5%
1yr Return
4.9%
Total Assets
$39M
6M Money Flow
$2M
Small Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
-0.03
YTD Return
-6.0%
3yr Return
13.2%
1yr Return
1.8%
Total Assets
$273M
6M Money Flow
-$2M
Foreign Large Blend
Expense Ratio
1.00%
TTM Yield
1.3%
3yr Sharpe
0.04
YTD Return
5.3%
3yr Return
15.9%
1yr Return
4.1%
Total Assets
$64M
6M Money Flow
-$1M
Moderate Allocation
Expense Ratio
0.80%
TTM Yield
1.4%
3yr Sharpe
-0.04
YTD Return
0.2%
3yr Return
12.8%
1yr Return
5.9%
Total Assets
$110M
6M Money Flow
-$6M
Corporate Bond
Expense Ratio
0.50%
TTM Yield
3.2%
3yr Sharpe
-0.56
YTD Return
2.1%
3yr Return
8.1%
1yr Return
5.6%
Total Assets
$279M
6M Money Flow
-$7M