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Quantitative rating as of
NAV / 1-Day Return
33.17  /  1.28 %
Total Assets
474.9 Mil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Distribution Fee Level
Above Average
Share Class Type
Institutional
Category
Large Growth
Investment Style
Large Blend
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.51%
Turnover
11%

Morningstar’s Analysis LKEQX

Will LKEQX outperform in future?

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

Summary

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LKCM Equity’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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