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LKEQX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

LKCM Equity (LKEQX) Ownership - Who owns LKCM Equity?

The investment seeks to maximize long-term capital appreciation... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
Lkcm Funds301 Commerce, Suite 1600Fort Worth
Phone
N/A
Web
www.lkcm.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.80
Min. Initial Investment
2000.00
Fund Existence
over 29 years
Turnover
9.00
Front Load
N/A
Net Assets
484391330.00
Manager Tenure
N/A

Fundamentals

LKEQX
Net Assets
484M
Fund Existence
over 29 years
Turnover
9.00
Total Expense Ratio
0.80
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.98
Assets in Top Ten Holdings
156M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
484M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.70
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
53.00
Number of Net Holdings
53.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
36.39%
Gain YTD
-1.410
Annual Yield % from dividends
0.50
Returns for 1 year
-1.36
Returns for 3 years
7.75
Returns for 5 years
27.56
Returns for 10 years
63.40
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Lkcm Funds301 Commerce, Suite 1600Fort Worth
Phone
N/A
Web
www.lkcm.com