AQEIX – LKCM Aquinas Catholic Equity Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize long-term capital appreciation, while incorporating Catholic values investing principles in the investment process. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It primarily invests in companies the Adviser believes are likely to have above-average growth in revenues and/or earnings, above-average returns on shareholders' equity, potential for above-average capital appreciation, and/or companies the Adviser believes have attractive relative valuations.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AQEIX	LKCM Aquinas Catholic Equity Fund	No Load	Open			Jul 11, 2005	$53.57M	1.000%	Above Average	$2,000	−$7.82M

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