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LKCM Equity Fund Institutional Class (LKEQX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to maximize long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. The fund primarily invests in companies that the Adviser believes are likely to have above-average growth in revenue or earnings- above-average returns on shareholders' equity- potential for above-average capital appreciation- and/or companies that the Adviser believes have attractive relative valuations.


1 month+1.39% 3 years+8.94%
3 months+8.11% 5 years+12.71%
1 year+18.71% Since inception+8.67%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+12.71%+13.70%
Expense ratio0.98%1.12%
Risk 5 year sharpe ratio1.211.35
Net assets$341.9M$3.5B
Average market cap$49.4B$123.0B
Average P/E25.927.6
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyLKCM
Fund manager & tenureJ. King / 21 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock97.05%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 22.00%
Energy 12.79%
Financial service 11.49%
Consumer service 11.42%
Consumer goods 10.39%
Top 10 Holdings
Portfolio weighting
BAC Bank of America2.99%
JPM JPMorgan Chase2.98%
CMA Comerica Inc2.94%
HON Honeywell2.61%
FMC FMC Corp2.56%
HD Home Depot2.51%
AMZN Amazon2.36%
TMO Thermo Fisher Scientific Inc2.32%
AMGN Amgen2.28%
MSFT Microsoft2.28%