LKCM Mutual Funds
LKCM Funds List
1 to 7 of 7 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
LKCM Balanced | LKBAX | Moderate Allocation | 11.51% | 57 | 0.800% | Average | No Load | $2,000 | ||
LKCM Fixed-Income | LKFIX | Corporate Bond | 3.87% | 97 | 0.500% | Average | No Load | $2,000 | ||
LKCM International Equity | LKINX | Foreign Large Blend | 10.73% | 76 | 1.010% | High | Institutional | $2,000 | ||
LKCM Small Cap Equity Instl | LKSCX | Small Growth | 9.22% | 73 | 1.010% | Above Average | Institutional | $2,000 | ||
LKCM Small-Mid Cap Equity Institutional | LKSMX | Mid-Cap Growth | 10.39% | 60 | 1.010% | High | Institutional | $2,000 | ||
LKCM Aquinas Catholic Equity | AQEIX | Large Growth | 14.64% | 92 | 1.010% | Above Average | No Load | $2,000 | ||
LKCM Equity | LKEQX | Large Blend | 15.34% | 83 | 0.810% | Above Average | Institutional | $2,000 |
LKCM Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank