LKCM Equity
301 Commerce Suite 1600 Fort Worth TX 76102
Phone: 800-688-5526
| Category: |
Large Blend |
| Fund Family: |
LKCM |
| Net Assets: |
53.77M |
| Year-to-Date Return: |
10.96% |
| Yield: |
1.01% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
29-Dec-95 |
|
J. Luther King Jr.
Lead Manager since
29-Dec-95 |
|
| King is founder of Luther King Capital Management and has served as its president, principal and portfolio manager since the company began operations in February 1979. King has earned the designations of Chartered Financial Analyst. |
| Min Initial Investment: |
$10,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$10,000 |
| Min Subsequent Investment: |
$1,000 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks maximize long-term capital appreciation. The fund invests under normal circumstances, at least 80% of assets (plus any borrowings for investment purposes) in equity securities. These equity securities include common stocks, preferred stocks, securities convertible into common stocks, rights and warrants. It normally invests in equity securities of small, mid and large capitalization companies. |
| Last Dividend
(28-Dec-07):
|
0.16 |
| Last Cap Gain
(28-Dec-07):
|
0.48 |
| Annual Holdings Turnover
|
24.00% |
| Average for Category:
|
70.73% |
|
| Expense |
LKEQX |
Category
Avg |
| Total Expense Ratio: |
0.80%
|
1.12% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.15% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$340 |
$584 |
| 5 Yr Expense Projection*: |
$589 |
$899 |
| 10 Yr Expense Projection*: |
$1,303 |
$1,778 |
|
|
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