News

Money Show
05.06.15

Four Favorites for Balanced Growth

Tom Sudyka discusses the fundamentals of the LK Balanced Fund and provides his thoughts on four favorite long-term investments.

CNBC
04.9.15

Europe vs. U.S.

On CNBC's "Markets Now", Tom Sudyka provides his insight on a couple stock picks.

MoneyLife with Chuck Jaffe
04.2.15

Market Call with Tom Sudyka

Tom Sudyka talks with Chuck Jaffe about the LK Balanced Fund and shares his thoughts on a few stocks.

Kiplinger
03.16.15

Energy Stocks

Tom Sudyka comments on oil stock, Chesapeake Energy.

CNBC
03.11.15

Global Economy Decelerating

Tom Sudyka shares his opinion on whether or not there is an alternative to U.S. equities.

Bloomberg Radio
03.10.15

Analyst Calls

During an interview with Bloomberg's Michael McKee, Tom Sudyka discusses the Balanced Fund and the market.

Investor's Business Daily
02.26.15

Selling an Advisory Practice May Take Time to Achieve

Tom Sudyka says that acquiring the next generation of advisers is a big issue for the industry. "You may want a nice continual flow and continuity for your clients."

Ticker
01.19.15

Balanced with Selectivity

Proponents of a balanced strategy, Bruce Van Kooten and Tom Sudyka discuss the strategy and investment process of the LK Balanced Fund during this Q&A interview. They believe that most investors need a balance in their financial life and that a balanced product tends to keep investors involved in the market in times of distress without sacrificing return.

CNBC
01.15.15

Top Global Investments: Europe, Disney and More

Tom Sudyka thinks the stronger dollar will continue and prefers investing in the U.S. He comments on a few of his preferred stocks.

US News & World Report
01.14.15

10 Investing Strategies to Last a Lifetime

Investing requires a balance, says Tom Sudyka. He suggests that investors invest in what they can understand.

MutualFunds.com
01.08.15

Interview with Lawson Kroeker Portfolio Manager Tom Sudyka

Tom Sudyka provides his insight on various aspects of the LK Balanced Fund during a Q&A interview.

LK Balanced Fund as of 12/11/2018
TickerPrice$ Change
LKBLX$48.00$-0.16
FUND FACTS as of 9/30/18
Ticker: LKBLX
Inception Date: 12/31/86
Total Net Assets (mil): $29.06
Sales Charges: None
Redemption Charges: None
Minimum Investment: $50,000
Minimum IRA Investment: $5,000
Gross Expense Ratio: 1.37%
Net Expense Ratio:1 1.01%