LKBLX LK Balanced Institutional Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), Phillips 66 (NYSE:PSX).

The investment seeks to achieve long-term capital appreciation and current income. The fund typically invests 40% to 75% of its assets in equity securities selected primarily for their growth potential and 25% to 60% of its assets in equity and fixed income securities selected primarily for their income potential. It principally invests in a combination of equity and fixed income securities (including securities issued, backed or otherwise guaranteed by the U.S. government or its agencies, securities issued by U.S. government-sponsored entities, corporate bonds, municipal bonds, and other taxable debt securities).

The average market capitalization across the LK Balanced Institutional MF is 446.58B. The market cap for tickers in the group ranges from 13.31B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TPL at 13.31B.

The average weekly volume growth across all stocks in the LK Balanced Institutional MF was 14%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -12%