Lkcm Aquinas Growth Fund Fundamentals
Lkcm Aquinas Growth fundamentals help investors to digest information that contributes to Lkcm Aquinas' financial success or failures. It also enables traders to predict the movement of Lkcm Mutual Fund. The fundamental analysis module provides a way to measure Lkcm Aquinas' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Lkcm Aquinas mutual fund.
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Lkcm Aquinas Growth Mutual Fund Ten Year Return Analysis
Lkcm Aquinas' Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Lkcm Aquinas Ten Year Return | 3.07 % |
Most of Lkcm Aquinas' fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Lkcm Aquinas Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Lkcm Aquinas Growth has a Ten Year Return of 3.07%. This is 164.66% higher than that of the Category family and 165.0% higher than that of the Family category. The ten year return for all United States funds is 71.51% lower than that of the firm.
Lkcm Aquinas Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lkcm Aquinas's current stock value. Our valuation model uses many indicators to compare Lkcm Aquinas value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lkcm Aquinas competition to find correlations between indicators driving Lkcm Aquinas's intrinsic value. More Info.Lkcm Aquinas Growth is rated below average in year to date return among similar funds. It is third largest fund in one year return among similar funds reporting about 2.71 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lkcm Aquinas' earnings, one of the primary drivers of an investment's value.Lkcm Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Lkcm Aquinas' direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Lkcm Aquinas could also be used in its relative valuation, which is a method of valuing Lkcm Aquinas by comparing valuation metrics of similar companies.Lkcm Aquinas is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Lkcm Aquinas
The fund consists of 97.4% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Lkcm Aquinas' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Lkcm Fundamentals
| Year To Date Return | 1.33 % | |||
| One Year Return | 3.60 % | |||
| Three Year Return | 18.40 % | |||
| Five Year Return | 3.51 % | |||
| Ten Year Return | 3.07 % | |||
| Net Asset | 25.52 M | |||
| Minimum Initial Investment | 2 K | |||
| Holdings Turnover | 21.00 % | |||
| Cash Position Weight | 2.60 % | |||
| Equity Positions Weight | 97.40 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
Other Consideration for investing in Lkcm Mutual Fund
If you are still planning to invest in Lkcm Aquinas Growth check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Lkcm Aquinas' history and understand the potential risks before investing.
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