Lkcm Fixed Income Fund Quote

LKFIX Fund  USD 10.67  0.01  0.09%   
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its net assets in a portfolio of investment grade corporate and U.S. government fixed income securities. The funds investments in fixed income securities consist primarily of investment grade corporate fixed income securities and fixed income securities issued or guaranteed by the U.S. government, its agencies or instrumentalities. The fund typically invests in fixed income securities with short- to intermediate-term maturities from one to ten years. It is managed by LKCM in the Corporate Bond category. Beta of 0.02 suggests a relatively defensive profile. Moved up 0.09% in today's trading.
Performance
Soft
 
Weak
 
Strong
Odds Of Distress
Low
 
High
 
Low
LKCM FIXED shares are quoted at $10.67, delivering an 0.09% increase on the day after opening at $10.66. Based on structural risk metrics, LKCM FIXED reflects a 22% probability of financial distress over the next few years. On a risk-adjusted basis, LKCM FIXED has produced modest risk-adjusted performance over the last 90 trading days, consistent with soft return metrics. The performance scores are calculated from December 18, 2025 through March 18, 2026. Learn more.
 Total Asset
280.7 M
 Asset Type
Mutual Fund
 Fund Category
Corporate Bond

Moving together with LKCM Mutual Fund

  0.86LKINX Lkcm International EquityPairCorr
  0.96VICSX VANGUARD INTERMEDIATE-TERPairCorr
  0.96VFICX Vanguard IntermediatePairCorr

Mutual Fund Highlights

Lkcm Fixed Income [LKFIX] is traded in USA. The fund is listed under the Corporate Bond category and is part of the LKCM family. This fund now has accumulated 280.74 M in assets with a minimum initial investment of $2 K. Lkcm Fixed Income is currently producing a year-to-date (YTD) return of 0.47%, while the total return for the last 3 years is 4.68%.
LKCM FIXED financial stability analysis

Instrument Allocation

Notable Updates

Fund ConcentrationLKCM Funds, Corporate Bond Funds, Corporate Bond, LKCM, Corporate Bond Funds (View all Sectors)
Update Date31st of March 2026
Expense Ratio Date1st of May 2025
Fiscal Year EndDecember

Common Risk Profiles

Lkcm Fixed Income Against Markets

Mutual Fund Analysis Notes

The fund maintains about 96.09% of assets in bonds. Lkcm Fixed Income's last dividend was $0.04 per share. Lkcm Fixed Income's financial profile includes $280.7 million in Total Assets.

Investor Insights and Alerts

Automated alerts tied to Lkcm Fixed Income help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. The strongest alert framework is one that makes risk easier to acknowledge before the market fully reprices it.
The fund maintains about 96.09% of its assets in bonds

Top Lkcm Fixed Income Mutual Fund Constituents

AGPXXInvesco Short Term InvestmentsMoney Market Fund

Outstanding Bonds

Predictive Daily Indicators

Short-horizon indicators in Lkcm Fixed Income turn fast-changing price action into clearer risk and execution cues. The key question is whether the signal helps manage exposure in real time, not whether it predicts every tick.

Forecast Models

Forecasting applied to Lkcm Fixed Income learns from price structure, volatility patterns, and trend strength rather than commentary alone. Forecast models complement fundamental research by showing where price behavior supports or contradicts the thesis.

Mutual Fund Overview, Methodology & Data Sources

Liquidity and pricing cadence can influence observed volatility and execution context. Lower trading activity may introduce occasional variability in execution conditions. The five-year return stands at 2.0%.

Methodology

Unless otherwise specified, data for Lkcm Fixed Income is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Lkcm Fixed Income market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: We use public fund disclosures, holdings reports, and market data feeds with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.

Research Sources

Lkcm Fixed Income may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.

This content is curated and reviewed by:

Michael Smolkin - Member of Macroaxis Board of Directors
Last reviewed on March 12th, 2026