Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
LKCM Mutual Funds
View all of LKCM’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
LKCM Funds List
Share Class Type
1 to 7 of 7 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| LKCM Balanced | LKBAX | Moderate Allocation | 5.89% | 48 | 0.800% | Average | No Load | $2,000 | ||
| LKCM Fixed-Income | LKFIX | Corporate Bond | 0.28% | 17 | 0.500% | Average | No Load | $2,000 | ||
| LKCM Small Cap Equity Instl | LKSCX | Small Growth | 5.27% | 56 | 1.010% | Above Average | Institutional | $2,000 | ||
| LKCM Small-Mid Cap Equity Institutional | LKSMX | Mid-Cap Growth | 3.63% | 84 | 1.010% | High | Institutional | $2,000 | ||
| LKCM Aquinas Catholic Equity | AQEIX | Large Growth | 7.17% | 93 | 1.010% | Above Average | No Load | $2,000 | ||
| LKCM Equity | LKEQX | Large Blend | 8.22% | 79 | 0.810% | Above Average | Institutional | $2,000 | ||
| LKCM International Equity | LKINX | Foreign Large Blend | 9.38% | 18 | 1.010% | High | Institutional | $2,000 |
LKCM Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank