Lk Balanced Fund Quote
| LKBLX Fund | USD 53.54 0.21 0.39% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Lk Balanced is trading at 53.54 as of the 17th of April 2024; that is -0.39 percent decrease since the beginning of the trading day. The fund's open price was 53.75. Lk Balanced has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Lk Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 18th of March 2024 and ending today, the 17th of April 2024. Click here to learn more.
The fund typically invests 40 percent to 75 percent of its assets in equity securities selected primarily for their growth potential and 25 percent to 60 percent of its assets in equity and fixed income securities selected primarily for their income potential. More on Lk Balanced Fund
Moving together with LKBLX Mutual Fund
| 0.95 | FFIFX | American Funds | PairCorr |
| 0.95 | FAIFX | American Funds | PairCorr |
| 0.94 | IFACX | Income Fund Potential Growth | PairCorr |
| 0.92 | IFAFX | Income Fund | PairCorr |
| 0.94 | AMECX | Income Fund | PairCorr |
| 0.94 | RIDBX | Income Fund Potential Growth | PairCorr |
Moving against LKBLX Mutual Fund
| 0.68 | PFHCX | Pacific Funds Small | PairCorr |
LKBLX Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Lk Balanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Lk Balanced or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Lawson Kroeker Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Lawson Kroeker (View all Sectors) |
| Update Date | 31st of March 2024 |
Lk Balanced Fund [LKBLX] is traded in USA and was established 17th of April 2024. Lk Balanced is listed under Lawson Kroeker category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Lawson Kroeker family. This fund now has accumulated 29.01 M in assets with minimum initial investment of 50 K. Lk Balanced Fund is currently producing year-to-date (YTD) return of 4.47% with the current yeild of 0.02%, while the total return for the last 3 years was 4.89%.
Check Lk Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on LKBLX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding LKBLX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lk Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lk Balanced Fund Mutual Fund Constituents
| WGO | Winnebago Industries | Stock | Consumer Discretionary |
| AJG | Arthur J Gallagher | Stock | Financials |
| BUD | Anheuser Busch Inbev | Stock | Consumer Staples |
| DIS | Walt Disney | Stock | Communication Services |
| FGZXX | First American Funds | Money Market Fund | US Money Market Fund |
| HSY | Hershey Co | Stock | Consumer Staples |
| JNJ | Johnson Johnson | Stock | Health Care |
Lk Balanced Target Price Odds Analysis
Based on a normal probability distribution, the odds of Lk Balanced jumping above the current price in 90 days from now is about 47.65%. The Lk Balanced Fund probability density function shows the probability of Lk Balanced mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Lk Balanced has a beta of 0.711. This indicates as returns on the market go up, Lk Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Lk Balanced Fund will be expected to be much smaller as well. Additionally, lk Balanced Fund has an alpha of 0.0256, implying that it can generate a 0.0256 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Lk Balanced to move above the current price in 90 days from now is about 47.65 (This Lk Balanced Fund probability density function shows the probability of LKBLX Mutual Fund to fall within a particular range of prices over 90 days) .
Lk Balanced Fund Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Lk Balanced market risk premium is the additional return an investor will receive from holding Lk Balanced long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Lk Balanced. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Lk Balanced's alpha and beta are two of the key measurements used to evaluate Lk Balanced's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3758 | |||
| Semi Deviation | 0.4139 | |||
| Standard Deviation | 0.4835 | |||
| Variance | 0.2338 |
Lk Balanced Against Markets
Picking the right benchmark for Lk Balanced mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Lk Balanced mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Lk Balanced is critical whether you are bullish or bearish towards Lk Balanced Fund at a given time. Please also check how Lk Balanced's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Lk Balanced without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy LKBLX Mutual Fund?
Before investing in Lk Balanced, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Lk Balanced. To buy Lk Balanced fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Lk Balanced. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Lk Balanced fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Lk Balanced Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Lk Balanced Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Lk Balanced Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Lk Balanced Fund?
The danger of trading Lk Balanced Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Lk Balanced is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Lk Balanced. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Lk Balanced Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lk Balanced Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.