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LKCM Equity Fund

301 COMMERCE STREET,SUITE 1600
FORT WORTH , TX, 76102

Rank

Rank Universe
16 0

Summary

The fund seeks to maximize capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index to identify investment opportunities.

Then the research team relies on fundamental analysis to identify companies with above-average revenue and earnings growth, high returns on shareholders’ equity, potential for More

Link

Directors

Mar 14, 2024
  • STEVEN R. PURVIS
  • MAURICIO RODRIGUEZ
  • LARRY J. LOCKWOOD
  • RICHARD J. HOWELL
  • J. LUTHER KING JR.

Chief Compliance Officer

  • JACOB D. SMITH

Fund Manager(s)

  • J. King
  • Scot Hollmann
  • Mason King

Price

  • $ 31.95 ( -1.95 )
    Apr 4, 2025
    Last Close
  • Net Assets
  • $495.7M
    Feb 28, 2024
  • Holding
  • 46
    Aug 26, 2024
    More

  • 52-Week High/Low
  • $41.83 - $31.95
  • Turnover
  • 8%
  • Expense Ratio
  • 0.98%

Sector Allocation +

 Aug 26, 2024
More

Top 10 Holdings +

 Aug 26, 2024
More

Company Name

Holding
Microsoft Corp 8.39 %
Apple Inc 3.89 %
Alphabet Inc 3.86 %
NVIDIA Corp 3.57 %
Waste Connections Inc 3.04 %
JPMorgan Chase & Co 2.65 %
Ecolab Inc 2.52 %
Invesco Government & Agency Po 2.4 %
ConocoPhillips 2.2 %
Adobe Inc 1.92 %
More 1.92 %

Documents

Prospectus

Link

Annual Reports

Link

Fact Sheet

Q1 2022 Q4 2021 Q3 2021 Q2 2021

Performance

YTD

-

3 Year

-13.11%

5 Year

-5.31%

Best

30.74%

2013

Worst

-19.9%

2022

Returns +
Q

2026 2025 2024 2023 2022 2021 2020 2019 2018 2017
Q1 - - 7.8% 2.6% -5.9% -0.9% -17.8% 14.8% 0.7% 5.9%
Q2 - - -2.6% 5.5% -14% 15% 21.7% 2.7% 6.6% 4.2%
Q3 - - - -4.2% -4% -6.6% 5.5% -0.7% 7% 4%
Q4 - - - 7.8% 3% 7.7% 10.1% 3.9% -14.5% 5.5%

Returns +
M

J F M A M J J A S O N D
2026 - - - - - - - - - - - -
2025 - - - - - - - - - - - -

Returns +
A

    2026 2025 2024 2023 2022 2021 2020 2019 2018 2017
    0%0%4%11%-20%15%16%24%-3%22%

Alpha

2026 2025 2024 2023 2022 2021 2020 2019 2018 2017
LKEQX --4%11%-20%15%16%24%-3%22%
Russell 3000 -----29%25%37%34%-3%28%
Alpha --4%11%9%-10%-21%-10%0%-6%

LKEQX Russell 3000

Chart +

Data Sources Disclaimer