LKCM Equity Portfolio

Class Inst (LKEQX)
Scorecard
3 / 5 Stars
Lipper
4 4 5 5 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A- (Buy)

#87 in Large Growth

U.S. News evaluated 466 Large Growth 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 23.40 percent over the past year, 14.24 percent over the past three years, 22.84 percent over the past five years, and 8.30 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 23.4%
3 Years (Annualized) 14.2%
5 Years (Annualized) 22.8%
10 Years (Annualized) 8.3%

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Summary

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

Fees are Average compared to funds in the same category.
LKCM Equity Portfolio has an expense ratio of 0.80 percent.

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Risk

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

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