Despite LKCM Equity’s experienced manager and proven process, succession questions warrant a Morningstar Analyst Rating of Neutral for its lone share class.
Will LKEQX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LKEQX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LKEQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LKEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.