| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
5
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#107 in Large Blend
U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 30.89 percent over the past year, 15.68 percent over the past three years, 5.17 percent over the past five years, and 8.68 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.9% |
| 1 Year | 30.9% |
| 3 Years (Annualized) | 15.7% |
| 5 Years (Annualized) | 5.2% |
| 10 Years (Annualized) | 8.7% |
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 High compared to funds in the same category.
LKCM Aquinas Value Fund has an expense ratio of 1.50 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
