Morningstar

LKCM Equity Fund LKEQX

Morningstar Medalist Rating
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Medalist Rating as of See LKCM Investment Hub
  • NAV / 1-Day Return $40.86  /  −0.22 %
  • Fund Size $499.5M
  • Adjusted Expense Ratio 0.810%
  • Net Expense Ratio 0.800%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.50%
  • Turnover Ratio 9%
NAV and 1-Day Return as of

Morningstar’s Analysis LKEQX

Will LKEQX outperform in the 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 LKEQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    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.

  • Parent Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LKCM Equity holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LKEQX

More LKEQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

7.87 39M
Communication Services

NVIDIA Corp

5.61 28M
Technology

Microsoft Corp

5.23 26M
Technology

Apple Inc

5.21 26M
Technology

Valmont Industries Inc

3.47 17M
Industrials

Teledyne Technologies Inc

3.34 17M
Technology

JPMorgan Chase & Co

3.28 16M
Financial Services

Ecolab Inc

3.07 15M
Basic Materials

Waste Connections Inc

3.00 15M
Industrials

Linde PLC

2.29 11M
Basic Materials

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