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 Mutual Funds List
1 to 7 of 7 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| LKCM Balanced Fund | LKBAX | Moderate Allocation | 6.44% | 64 | 0.800% | Average | No Load | $2,000 | ||
| LKCM Fixed Income Fund | LKFIX | Corporate Bond | −0.60% | 18 | 0.500% | Above Average | No Load | $2,000 | ||
| LKCM Small Capital Equity Fund Class Institutional | LKSCX | Small Growth | 9.00% | 55 | 1.010% | Above Average | Institutional | $2,000 | ||
| LKCM Small-Mid Cap Equity Fund Institutional Class | LKSMX | Mid-Cap Growth | 1.59% | 66 | 1.010% | High | Institutional | $2,000 | ||
| LKCM Equity Fund | LKEQX | Large Blend | 9.23% | 81 | 0.810% | Above Average | Institutional | $2,000 | ||
| LKCM International Equity Fund | LKINX | Foreign Large Blend | 8.75% | 72 | 1.010% | High | Institutional | $2,000 | ||
| LKCM Aquinas Catholic Equity Fund | AQEIX | Large Blend | 4.46% | 96 | 1.000% | Above Average | No Load | $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
United States