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    LKCM Equity Instl (LKEQX)

    23.31 Up 0.22(0.95%) May 1
    Prev Close:23.31
    YTD Return*:0.39%
    Net Assets*:323.99M
    Yield*:0.69%

    * As of 31-Mar-15

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

    Headlines

    ยป More Headlines for LKEQX

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL3.2412.99
    UNP2.50-9.44
    JAH2.049.80
    DD1.99-3.37
    WFC1.97-0.97

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:323.99M
    Category:Large Growth
    Annual Report Expense Ratio (net):0.80%

    Performance & Risk

    YTD Return:0.39%
    5y Avg Return:13.21%
    Rank in Category (ytd):98
    % Rank in Category (ytd):5.56%
    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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