Lkcm Equity is trading at 37.18 as of the 1st of March 2025; that is 1.45 percent up since the beginning of the trading day. The fund's open price was 36.65. Lkcm Equity has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its net assets in equity securities. The fund primarily invests in companies that the adviser believes are likely to have above-average growth in revenue andor earnings, above-average returns on shareholders equity, potential for above-average capital appreciation, andor companies that the adviser believes have attractive relative valuations.. More on Lkcm Equity Fund
Lkcm Equity Fund [LKEQX] is traded in USA and was established 1st of March 2025. Lkcm Equity is listed under LKCM category by Fama And French industry classification. The fund is listed under Large Blend category and is part of LKCM family. This fund now has accumulated 487.83 M in assets with minimum initial investment of 2 K. Lkcm Equity Fund is currently producing year-to-date (YTD) return of 0.89% with the current yeild of 0.0%, while the total return for the last 3 years was 6.62%.
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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 Equity Fund 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.
Other Information on Investing in Lkcm Mutual Fund
Lkcm Equity 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 Equity security.