LKBAX LKCM Balanced Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), JPMorgan Chase & Co (NYSE:JPM), Home Depot (NYSE:HD), Salesforce (NYSE:CRM), ZOETIS (NYSE:ZTS).

The investment seeks current income and long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity and fixed income securities. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, and/or attractive relative valuation.

The average market capitalization across the LKCM Balanced MF is 1.42T. The market cap for tickers in the group ranges from 37.55B to 3.68T. MSFT holds the highest valuation in this group at 3.68T. The lowest valued company is MLM at 37.55B.

The average weekly volume growth across all stocks in the LKCM Balanced MF was 39%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -1%