3 / 5 Stars
1 1 4 5 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#322 in Large Growth
U.S. News evaluated 468 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.03 percent over the past year, 10.23 percent over the past three years, 16.50 percent over the past five years, and 6.07 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||10.2%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||6.1%|
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 are Average compared to funds in the same category.
LKCM Aquinas Growth Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.