About LKEQX
LKCM Equity Fund is a mutual fund focused on maximizing long-term capital appreciation by investing primarily in large-cap U.S. equities. The fund employs an active management style, seeking companies that demonstrate above-average growth in revenue or earnings, strong returns on shareholders’ equity, and attractive relative valuations. At least 80% of its net assets are allocated to equity securities, with a notable emphasis on technology, industrial cyclical, and retail trade sectors. Prominent holdings often include leading firms such as Microsoft, Apple, Alphabet, and NVIDIA, reflecting its growth-oriented approach. The fund’s portfolio is typically diversified across more than 50 holdings and maintains a moderate turnover rate, indicating a long-term investment perspective. With an expense ratio around 0.81% and an institutional share class structure, the fund is designed for investors seeking exposure to well-established, growth-driven companies within the large-cap blend category. Since its inception in 1996, LKCM Equity Fund has offered investors access to an actively managed portfolio that seeks to outperform major equity benchmarks through disciplined fundamental analysis and strategic stock selection.
Fund Family LKCM
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol LKEQX
Index S&P 500 TR
LKEQX had a total return of 7.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.97%.
