Lkcm Aquinas Catholic Fund Quote
| AQEIX Fund | USD 19.99 0.10 0.50% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Lkcm Aquinas is trading at 19.99 as of the 30th of November 2024; that is 0.50 percent increase since the beginning of the trading day. The fund's open price was 19.89. Lkcm Aquinas has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Lkcm Aquinas Catholic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities. It primarily invests in companies the Adviser believes are likely to have above-average growth in revenues andor earnings, above-average returns on shareholders equity, potential for above-average capital appreciation, andor companies the Adviser believes have attractive relative valuations.. More on Lkcm Aquinas Catholic
Moving together with Lkcm Mutual Fund
Moving against Lkcm Mutual Fund
Lkcm Mutual Fund Highlights
| Fund Concentration | LKCM Funds, Large Blend Funds, Large Growth Funds, Large Growth, LKCM (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lkcm Aquinas Catholic [AQEIX] is traded in USA and was established 30th of November 2024. Lkcm Aquinas is listed under LKCM category by Fama And French industry classification. The fund is listed under Large Growth category and is part of LKCM family. This fund presently has accumulated 56.23 M in assets under management (AUM) with minimum initial investment of 2 K. Lkcm Aquinas Catholic is currently producing year-to-date (YTD) return of 18.53% with the current yeild of 0.01%, while the total return for the last 3 years was 3.51%.
Check Lkcm Aquinas Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lkcm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lkcm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lkcm Aquinas Catholic Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lkcm Aquinas Catholic Mutual Fund Constituents
| PRU | Prudential Financial | Stock | Financials | |
| MET | MetLife | Stock | Financials | |
| CMA | Comerica | Stock | Financials | |
| ORCL | Oracle | Stock | Information Technology | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| ZION | Zions Bancorporation | Stock | Financials | |
| VRSK | Verisk Analytics | Stock | Industrials | |
| TRMB | Trimble | Stock | Information Technology |
Lkcm Aquinas Catholic Risk Profiles
| Mean Deviation | 0.5038 | |||
| Semi Deviation | 0.6186 | |||
| Standard Deviation | 0.7035 | |||
| Variance | 0.4949 |
Lkcm Aquinas Against Markets
Other Information on Investing in Lkcm Mutual Fund
Lkcm Aquinas financial ratios help investors to determine whether Lkcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lkcm with respect to the benefits of owning Lkcm Aquinas security.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |