• FirefoxInstall the new Firefox »
  •  Dow Down 0.47% Nasdaq Down 0.56%

    LKCM Aquinas Growth (AQEGX)

    17.68 Down 0.11(0.62%) Mar 3
    Prev Close:17.79
    YTD Return*:-4.65%
    Net Assets*:29.52M
    Yield*:N/A

    * As of 31-Jan-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for AQEGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL3.727.47
    FB3.50-3.88
    AKAM3.43-7.10
    ABBV3.36-6.49
    VFC3.36-7.48

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:29.52M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:-4.65%
    5y Avg Return:11.12%
    Rank in Category (ytd):99
    % Rank in Category (ytd):5.6%
    Beta (3y):1.06
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to maximize long-term capital appreciation, while incorporating Catholic values investing principles in the investment process. The fund seeks to achieve its investment objective by investing under normal circumstances in securities that the Adviser believes generally have above-average growth in revenue and/or earnings, above-average returns on shareholders' equity, and/or potential for above-average capital appreciation. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback