Wednesday, February 10, 2010, 4:46am EST - Canadian Markets open in 4 hours and 44 minutes.
To create a watchlist or portfolio of shares, Sign-in or Register

LKCM International (LKINX)

On Feb 9: 7.03 USD  Up 0.17 (2.48%)  
MORE ON LKINX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst

Profile  As of 31-Dec-07 Get Profile for:
LKCM International
301 Commerce Suite 1600 Fort Worth TX 76102
Phone: 800-688-5526
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW
Category: Foreign Large Blend
Fund Family: LKCM
Net Assets: 129.27M
Year-to-Date Return: 15.20%
Yield: 1.71%
Morningstar Rating: 3 stars
Fund Inception Date: 30-Dec-97
MORNINGSTAR STYLE BOX
Foreign Large Blend
[View Category Definition]
View Top Foreign Large Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
Timothy A. Tacchi
Lead Manager since 30-Dec-97
Tacchi is the senior and founding partner of TT International. He is responsible for asset allocation and heads European stock selection. Prior to establishing TT International, he was an investment director with Fidelity International, responsible for UK and European ERISA business, including stock selection and client relationships. Before joining Fidelity he was an investment manager for the UK based merchant bank Hambros.
INVESTMENT INFORMATION
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
LKINX can be purchased from 30 brokerages.
FUND SUMMARY
The investment seeks total return in excess of the total return of MSCI EAFE index. The fund invests at least 80% of assets in securities that are tied economically to Europe, Australasia or the Far East. TT International uses both a top down and a bottom up approach in managing investment portfolio.
FUND OPERATIONS
Last Dividend (28-Dec-07): 0.26
Last Cap Gain (28-Dec-07): 2.89
Annual Holdings Turnover 141.00%
Average for Category: 73.26%
FEES & EXPENSES
Expense LKINX Category
Avg
Total Expense Ratio: 1.20% 1.45%
Max 12b1 Fee: 0.00% N/A
Max Front End Sales Load: 0.00% 5.26%
Max Deferred Sales Load: 0.00% 2.77%
3 Yr Expense Projection*: $424 $676
5 Yr Expense Projection*: $734 $1,030
10 Yr Expense Projection*: $1,612 $2,027
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Email to a Friend Email to a Friend
Get Profile for Another Symbol:
Symbol Lookup
Latest News Canadian Indices