LKCM Balanced Fund (LKBAX)

Overview

The fund is designed for investors looking to diversify their portfolios with non-U.S. equity investments. It primarily focuses on investing in a mix of equity securities from non-U.S. companies, with an emphasis on developed markets, while also exploring opportunities in emerging markets to a lesser extent. The strategy involves committing at least 80% of its net assets, including any borrowings for investment purposes, in equity securities. This approach aims to leverage global market dynamics and the growth potential of foreign companies, spanning various industries and regions. The fund's investment decisions are guided by a thorough evaluation of companies located in or economically tied to specific countries or geographic regions, offering investors a diversified exposure to international markets.

Products and Services

• Equity Securities Investment

  Investing primarily in equity securities of non-U.S. companies, the fund seeks to provide investors with exposure to the growth potential outside of the United States. Equity investments can vary widely, including but not limited to, common stocks, preferred stocks, and depositary receipts of companies based in developed and emerging markets.

• Developed Markets Focus

  While the fund has a global investment mandate, it places a significant emphasis on investing in companies from developed markets. This focus is driven by the relative stability, established regulatory environments, and growth potential of companies within these regions.

• Emerging Markets Exposure

  To diversify its portfolio and seek higher growth opportunities, the fund also considers investments in emerging markets. Although these investments may present higher risks due to political instability, economic volatility, and less mature markets, they also offer the potential for significant returns. The proportion of exposure to emerging markets is carefully balanced to manage overall portfolio risk.

• Geographic and Sector Diversification

  The fund may focus its investments in companies located in or economically tied to particular countries or geographic regions. This strategy enables investors to benefit from specific regional growth trends and sectoral developments, further diversifying risk and enhancing the potential for returns.