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Morningstar

LKCM International Equity LKINX

Morningstar Medalist Rating
Medalist Rating as of | See LKCM Investment Hub
  • NAV / 1-Day Return 13.92  /  +0.36 %
  • Total Assets 63.7 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.40%
  • Turnover 11%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LKINX

Will LKINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LKINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LKINX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LKINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

LKCM International Equity's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LKINX

More LKINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SAP SE

3.50 2.2 Mil
Technology

CRH PLC

3.39 2.1 Mil
Basic Materials

ASML Holding NV

3.34 2.1 Mil
Technology

Air Liquide SA

2.96 1.9 Mil
Basic Materials

Shell PLC

2.90 1.8 Mil
Energy

InterContinental Hotels Group PLC

2.82 1.8 Mil
Consumer Cyclical

Wolters Kluwer NV

2.66 1.7 Mil
Industrials

Schneider Electric SE

2.62 1.7 Mil
Industrials

Lonza Group Ltd

2.61 1.6 Mil
Healthcare

Euronext NV

2.59 1.6 Mil
Financial Services