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LKEQX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$39.55
Change
+$0.37 (+0.94%)
Net Assets
516.12M

LKEQX LKCM Equity Forecast, Technical & Fundamental Analysis

Category LargeBlend
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), JPMorgan Chase & Co (NYSE:JPM), Oracle Corp (NYSE:ORCL), 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 913.49B. The market cap for tickers in the group ranges from 20.13B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TDY at 20.13B.

Volume

The average weekly volume growth across all stocks in the LKCM Equity MF was 207%. For the same stocks of the MF, the average monthly volume growth was 288% and the average quarterly volume growth was -11%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 51
Price Growth Rating: 46
SMR Rating: 35
Profit Risk Rating: 21
Seasonality Score: -9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, LKEQX has been closely correlated with VTSMX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if LKEQX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LKEQX
1D Price
Change %
LKEQX100%
+0.94%
VTSMX - LKEQX
95%
Closely correlated
+1.11%
VSMPX - LKEQX
95%
Closely correlated
+1.11%
VSTSX - LKEQX
95%
Closely correlated
+1.11%
VTSAX - LKEQX
95%
Closely correlated
+1.11%
VITSX - LKEQX
95%
Closely correlated
+1.11%
More