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LK Balanced Institutional (LKBLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.94-0.20 (-0.37%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash2.91%
Stocks70.44%
Bonds24.91%
Others0.00%
Preferred1.74%
Convertible0.00%

Sector weightings (%)

Sector(s)
LKBLX
Basic materials
2.84%
Consumer cyclical
7.81%
Financial services
27.77%
Property
0.00%
Consumer defensive
3.93%
Healthcare
18.35%
Utilities
0.00%
Communication services
5.98%
Energy
14.94%
Industrials
11.19%
Technology
7.19%

Equity holdings

AverageLKBLXCategory average
Price/Earnings0.0623.97
Price/book0.43.32
Price/sales0.592.32
Price/Cash flow0.0815.25
Median market cap60,766.7971,331.74
3-year earnings growth18.9314.71

Bond holdings

AverageLKBLXCategory average
Maturity9.675.41
Duration3.344.69
Credit qualityN/AN/A

Bond ratings

Sector(s)LKBLX
US government3.48%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (33.90% of total assets)

Get quotes for top holdings
NameSymbol% assets
Microsoft CorpMSFT4.11%
Lincoln Electric Holdings IncLECO3.83%
Berkshire Hathaway Inc Class ABRK.A3.82%
Phillips 66PSX3.61%
Texas Pacific Land CorpTPL3.60%
Arthur J. Gallagher & CoAJG3.57%
Thermo Fisher Scientific IncTMO2.99%
Brookfield Corp Registered Shs -A- Limited VtgBN.TO2.97%
Aflac IncAFL2.91%
Johnson & JohnsonJNJ2.49%