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AQEIX
Mutual Fund ticker: NASDAQ
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AQEIX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Oracle Corp (NYSE:ORCL), PepsiCo (NASDAQ:PEP), Adobe (NASDAQ:ADBE), ZOETIS (NYSE:ZTS).

Industry description

The investment seeks to maximize long-term capital appreciation, while incorporating Catholic values investing principles in the investment process. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It primarily invests in companies the Adviser believes are likely to have above-average growth in revenues and/or earnings, above-average returns on shareholders' equity, potential for above-average capital appreciation, and/or companies the Adviser believes have attractive relative valuations.

Market Cap

The average market capitalization across the LKCM Aquinas Catholic Equity MF is 880.45B. The market cap for tickers in the group ranges from 5.03B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ASO at 5.03B.

Volume

The average weekly volume growth across all stocks in the LKCM Aquinas Catholic Equity MF was 47%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 55
P/E Growth Rating: 62
Price Growth Rating: 42
SMR Rating: 32
Profit Risk Rating: 30
Seasonality Score: -41 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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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