3 / 5 Stars
2 1 2 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#63 in Small Growth
U.S. News evaluated 216 Small 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 16.88 percent over the past year, 15.71 percent over the past three years, 6.48 percent over the past five years, and 6.68 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||9.5%|
|3 Years (Annualized)||15.7%|
|5 Years (Annualized)||6.5%|
|10 Years (Annualized)||6.7%|
The investment seeks to maximize long-term capital appreciation, while incorporating Catholic values investing principles in the investment process. The fund invests normally at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of smaller companies. It primarily chooses investments that the adviser believes are likely to have above-average growth in revenue and/or earnings and potential for above-average capital appreciation. Smaller companies are those with market capitalizations at the time of investment between $400 million and $3 billion.
Fees are High compared to funds in the same category.
LKCM Aquinas Small Cap Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.