LKCM Aquinas Value Fund

Class No Load (AQEIX)
Scorecard
3 / 5 Stars
Lipper
3 3 4 5 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#112 in Large Blend

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.22 percent over the past year, 14.39 percent over the past three years, 17.90 percent over the past five years, and 8.40 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.8%
1 Year 22.2%
3 Years (Annualized) 14.4%
5 Years (Annualized) 17.9%
10 Years (Annualized) 8.4%

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Summary

The investment seeks to maximize long-term capital appreciation, while incorporating Catholic values investing principles in the investment process. The fund seeks to achieve its investment objective by investing under normal circumstances in equity securities of companies which the Adviser believes to be undervalued relative to a company's earnings. The Adviser's primary strategy in managing the fund is to select securities that generally have below average price to earnings ratios, low price to cash flow characteristics, attractive dividend yields and/or lower price to book value ratios than the overall market.

Fees

Fees are Above Average compared to funds in the same category.
LKCM Aquinas Value Fund has an expense ratio of 1.50 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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