LKFIX : LKCM Fixed Income Fund

LKFIX is a Bond Market High Yield Bond with LOW fees.

LKFIX

LKCM Fixed Income Fund

FI Score

50 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

50% FI Score
  • lkfix
  • Mutual Fund
  • Bond
  • High Yield Bond

LKCM Fixed Income Fund

Expenses: 0.50% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks current income. 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.

Largest Holdings

Amount Holding
2.10% Danaher Corporation 3.35%
1.98% Enterprise Products Operating LP 3.75%
1.88% Amazon.com, Inc. 2.5%
1.86% Emerson Electric Co. 3.15%
1.83% Bristol-Myers Squibb Company 3.63%
1.76% Thermo Fisher Scientific Inc 4.15%
1.75% Burlington Northern Santa Fe LLC 3%
1.69% Oracle Corporation 3.25%
1.66% Trimble Inc 4.15%
1.64% United States Treasury Notes 2.38%
1.62% SunTrust Bank 3.3%
1.61% Alphabet Inc. 3.38%
1.55% AT&T Inc 4.25%
1.48% Thermo Fisher Scientific Inc 2.95%
1.46% Federal Home Loan Mortgage Corporation 1.9%
1.46% American Tower Corporation 3.38%
1.44% JPMorgan Chase & Co. 3.38%
1.44% Federal Home Loan Banks
1.43% United States Treasury Notes 0.63%
1.36% Federal Home Loan Mortgage Corporation 1.65%
1.36% Truist Financial Corporation 2.63%
1.33% JPMorgan Chase & Co. 3.3%
1.32% United States Treasury Notes 3.13%
1.29% FedEx Corporation 3.25%
1.29% United States Treasury Notes 2.88%

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