What does LKCM Balanced Fund do?

LKCM Balanced Fund (LKBAX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is LKBAX's market cap?

LKCM Balanced Fund (LKBAX) has a market capitalization of approximately $104.9 million, as of July 23, 2026, based on the most recent share price and shares outstanding.

Does LKBAX pay a dividend?

Yes — LKCM Balanced Fund (LKBAX) pays a dividend quarterly, with a trailing-twelve-month yield of 5.91%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

LKBAX

LKCM Balanced Fund

NASDAQ·Asset Management · Financial Services

$28.64$0.02+0.07%

Market cap$104.94M·Jul 23 12:06 PM UTC

Price Chart

$28.64+$0.02 (+0.07%)today

−2.68%CAGR −0.54%

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FromTo

Dec 30, 1997Jul 23, 2021 → Jul 23, 2026· 5.0 yrsJul 23, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)1.50%

Annual Dividend (FWD)$0.43

Dividend Growth (5Y)+15.6%

Dividend Safety—

Payout Ratio—

FCF Payout Ratio—

Most Recent Dividend$0.107

Ex-Dividend DateJun 29

Payment DateJun 29

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

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About LKCM Balanced Fund

The fund endeavors to fulfill its investment objectives primarily through strategic allocations to a mix of equity and fixed-income instruments. Within its equity holdings, it focuses on high-caliber corporations that consistently demonstrate traits like elevated profit margins, impeccable balance sheet strength, sustainable competitive advantages, a proven ability to generate ample free cash, substantial ownership by their management teams, promising avenues for capital redeployment, dominant market shares, and/or favorable valuations relative to their peers.

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: lkcmfunds.com/lkcmfund/lkcm-balanced-fund/

Peers

AMG TimesSquare Small Cap Growth Fund

Cap

$112.1M

IHD

Voya Emerging Markets High Dividend Equity Fund

Cap

$131.1M

Latest News

News Tab

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Frequently Asked Questions About LKBAX

What does LKCM Balanced Fund do?: LKCM Balanced Fund (LKBAX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is LKBAX's market cap?: LKCM Balanced Fund (LKBAX) has a market capitalization of approximately $104.9 million, as of July 23, 2026, based on the most recent share price and shares outstanding.
Does LKBAX pay a dividend?: Yes — LKCM Balanced Fund (LKBAX) pays a dividend quarterly, with a trailing-twelve-month yield of 5.91%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.