| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
4
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#194 in Large Growth
U.S. News evaluated 473 Large Growth 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 5.37 percent over the past year, 9.23 percent over the past three years, 4.24 percent over the past five years, and 6.55 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.4% |
| 1 Year | 5.4% |
| 3 Years (Annualized) | 9.2% |
| 5 Years (Annualized) | 4.2% |
| 10 Years (Annualized) | 6.6% |
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 securities that the adviser believes generally have above-average growth in revenue and/or earnings, above-average returns on shareholders' equity, underleveraged balance sheets and/or potential for above-average capital appreciation.
Fees
Fees are Above Average compared to funds in the same category.
LKCM Aquinas Growth Fund has an expense ratio of 1.50 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
