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LKCM Balanced profile

Family LKCM
Category Moderate Allocation
Inception Date 12/30/97
Address 301 Commerce Suite 1600 Fort Worth, TX 76102 USA
800-688-5526
http://www.lkcm.com
Manager Scot Hollmann
Manager Start Date 12/30/97
Profile
Net Assets 12.22 Mil
Minimum Investment $10,000
Recent Top Holdings EXXON MOBIL CP
AT&T INC.
COLGATE PALMOLIVE
COCA COLA CO THE
HARRIS CP
BANK OF NY MELLON CP
XTO ENERGY INC
ABBOTT LABORATORIES
THERMO FISHER SCIENT
Bellsouth 6%
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www.sharebuilder.com

LKCM Balanced News

LKBAX Links

Snapshot:
SmartMoney | CNN Money | MSN Money | CBS Marketwatch
Quotes:
Yahoo | MSN Money
Historical Quotes
Yahoo
Portfolio:
CNBC | Yahoo | SmartMoney
Expenses/Fees:
SmartMoney | Morningstar
Returns/Performance:
Yahoo | MSN Money | MFEA
Ratings/Rankings:
SmartMoney | MFEA
News Articles:
Marketwatch | Reuters
Dividends
Yahoo
Message boards:
FundAlarm

Mutual Fund Education

Orange Bullet Fund Basics

Introduction to Mutual Funds and their Advantages >
Disadvantages of Mutual Funds >
Basic Mutual Fund Concepts >
Fees and Expenses >

Orange Bullet Fund Strategies

Two Ways to Protect Yourself From Rising Interest Rates >
Using Absolute Return Funds to Protect Yourself From a Falling Stock Market >
Why You Should Hate Mutual Funds >
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