LKCM Aquinas Small Cap Fund

Class No Load (AQBLX)
Scorecard
2 / 5 Stars
Lipper
1 1 2 5 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
1 / 5 Stars
TheStreet.com
C- (Hold)

#140 in Small Growth

U.S. News evaluated 215 Small 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 26.24 percent over the past year, 11.57 percent over the past three years, 25.78 percent over the past five years, and 6.88 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.1%
1 Year 26.2%
3 Years (Annualized) 11.6%
5 Years (Annualized) 25.8%
10 Years (Annualized) 6.9%

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Summary

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

Fees are Above Average compared to funds in the same category.
LKCM Aquinas Small Cap Fund has an expense ratio of 1.50 percent.

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Risk

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

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