LKBLX Mutual Fund (LK Balanced Fund Inst Cl) is managed by Lawson Kroeker with $26.5M in net assets. LKBLX expense ratio is 1.00%, holding 50 positions across sectors including Financials, Other, Health Care. Inception date: 2012-06-29.

LKBLX performance shows a YTD return of 7.32%. The 1-year return is 11.23% and the 5-year return is 4.96%. LKBLX dividend yield stands at 11.53%, paid annually.

LKBLX top holdings include Texas Pacific Land Trust (4.8%), Berkshire Hathaway Inc Brk/B Us Equity (4.1%), Phillips 66 (3.3%), Chevron Corp. (3.2%), Johnson & Johnson (2.9%). View all LKBLX holdings, sector breakdown, or dividend history.

LKBLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LKBLX alternatives are available via the screener, along with tax-loss harvesting opportunities.