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    LKCM Equity Instl (LKEQX)

    22.92 Up 0.08(0.35%) Jun 30
    Prev Close:22.92
    YTD Return*:2.41%
    Net Assets*:323.95M
    Yield*:0.68%

    * As of 31-May-15

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

    Headlines

    ยป More Headlines for LKEQX

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL3.07N/A
    UNP2.34N/A
    JAH2.33N/A
    MLM2.16N/A
    TMO2.07N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:323.95M
    Category:Large Growth
    Annual Report Expense Ratio (net):0.80%

    Performance & Risk

    YTD Return:2.41%
    5y Avg Return:14.47%
    Rank in Category (ytd):92
    % Rank in Category (ytd):5.27%
    Beta (3y):1.03
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to maximize long-term capital appreciation. 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, and/or potential for above-average capital appreciation. View More
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