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LKCM Equity (LKEQX)
As of 8:06 AM EDT. Market Open.
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35.89 - YTD Return 7.76%
- Expense Ratio 0.81%
- Category Large Blend
- Last Cap Gain 49.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 519.64M
- Beta (5Y Monthly) 0.92
- Yield 0.83%
- 5y Average Return --
- Holdings Turnover 10.00%
- Last Dividend 0.31
- Inception Date Jan 3, 1996
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. The fund primarily invests in companies that the Adviser believes are likely to have above-average growth in revenue and/or earnings, above-average returns on shareholders' equity, potential for above-average capital appreciation, and/or companies that the Adviser believes have attractive relative valuations.
LKCM
Fund Family
Large Blend
Fund Category
519.64M
Net Assets
1996-01-03
Inception Date
Performance Overview: LKEQX
Trailing returns as of 4/25/2024. Category is Large Blend.
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Holdings: LKEQX
Top 10 Holdings (31.45% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorLKEQX
Technology 26.61%
Industrials 24.62%
Healthcare 13.49%
Basic Materials 8.26%
Consumer Defensive 6.63%
Financial Services 6.38%
Energy 6.15%
Consumer Cyclical 4.72%
Communication Services 3.13%
Real Estate 0.00%
Utilities 0.00%
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