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LKCM Equity Instl LKEQX

Analyst rating as of
NAV / 1-Day Return
31.18  /  1.00 %
Total Assets
397.2 Mil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Fee Level
Above Average
Longest Manager Tenure
24.58 years
Category
US Fund Large Growth
Investment Style
Large Blend
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.70%
Turnover
9%
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Morningstar’s Analysis

Will LKEQX outperform in future?

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

Succession issues loom.

Summary

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Despite LKCM Equity’s experienced manager and proven process, succession questions warrant a Morningstar Analyst Rating of Neutral for its lone share class.

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