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Lkcm Equity Fund Institutional: (MF: LKEQX)
(NASDAQ Mutual Funds) As of Jul 22, 2024 08:00 PM ET
$39.18 USD
+0.39 (1.01%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in December 1995 and is managed by Luther King Capital Management Corporation. The fund seeks to maximize long-term capital appreciation. The fund attempts to achieve this goal by primarily choosing investments that the adviser believes are likely to have above-average growth in revenue and/or earnings, above average returns on shareholders' equity and under-leveraged balance sheets, and potential for above-average capital appreciation. The fund invests under normal circumstances, at least 80% of its net assets in equity securities. The fund invests in equity securities of small, mid and large capitalization companies. The fund declares dividends and distributes capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| LKCM Equity Institutional | LKEQX | NA | NA | 1.00 | 0.00 | 0.70 | 0.80 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| LKCM Equity Fd | LKEQX | 39.18 | 1/2/1996 | 0.00 | 15.32 | 4.29 | 11.52 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| LKCM Equity Institutional | LKEQX | 2000 | 500 | 0 | A |
Contact Information
| Family | LKCM |
| Address | 301 Commerce St, Ste 1600 Fort Worth, TX 76102 |
| Phone | 800 688-5526 |