4 / 5 Stars
4 4 5 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#83 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 20.21 percent over the past year, 14.02 percent over the past three years, 19.24 percent over the past five years, and 8.00 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||19.2%|
|10 Years (Annualized)||8.0%|
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. It primarily invests in companies that the Adviser believes are likely to have above-average growth in revenue and/or earnings, above-average returns on shareholders' equity, under-leveraged balance sheets, and/or potential for above-average capital appreciation.
Fees are Average compared to funds in the same category.
LKCM Equity Portfolio has an expense ratio of 0.80 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.