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.
LKCM Equity Fund LKEQX
- NAV / 1-Day Return 39.25 / −1.85 %
- Total Assets 505.7M
-
Adj. Expense Ratio
0.810%
- Expense Ratio 0.800%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.49%
- Turnover 9%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:45 AM GMT+0
Morningstar’s Analysis LKEQX
Will LKEQX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class A | 6.53 | 32M | Communication Services |
Microsoft Corp | 5.35 | 26M | Technology |
NVIDIA Corp | 5.04 | 24M | Technology |
Apple Inc | 4.71 | 23M | Technology |
Oracle Corp | 3.13 | 15M | Technology |
Teledyne Technologies Inc | 3.12 | 15M | Technology |
JPMorgan Chase & Co | 3.04 | 15M | Financial Services |
Ecolab Inc | 3.02 | 15M | Basic Materials |
Waste Connections Inc | 3.02 | 15M | Industrials |
Valmont Industries Inc | 2.89 | 14M | Industrials |
United States