Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Oracle Corp (NYSE:ORCL), JPMorgan Chase & Co (NYSE:JPM), Adobe (NASDAQ:ADBE), ConocoPhillips (NYSE:COP).
Industry description
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, potential for above-average capital appreciation, and/or companies that the adviser believes have attractive relative valuations.
Market Cap
The average market capitalization across the LKCM Equity MF is 1.25T. The market cap for tickers in the group ranges from 26.1B to 3.78T. MSFT holds the highest valuation in this group at 3.78T. The lowest valued company is TDY at 26.1B.
Volume
The average weekly volume growth across all stocks in the LKCM Equity MF was 7%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was 53%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 38
Price Growth Rating: 38
SMR Rating: 38
Profit Risk Rating: 31
Seasonality Score: -27 (-100 ... +100)