International Equity Fund
Performance as of June 30, 2019
YTD 1YR 3YR 5YR 10YR Since Inception
LKCM International Equity Fund NA NA NA NA  NA 0.20%
MSCI EAFE Index NA NA NA NA  NA NA
Lipper International Large Cap Core Index NA NA  NA NA  NA NA

Inception Date: 5/1/2019

Net Expense Ratio: 1.00% net* 1.40% Gross

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Fund performance current to the most recent month-end may be lower or higher than the performance quoted and can be obtained by calling 1-800-688-LKCM. The fund imposes a 1.00% redemption fee on shares held less than 30 days, and if reflected, the fee would reduce the performance shown.

 

Investment Objective

The Fund seeks to maximize long-term capital appreciation.

 

Portfolio Managers

Mason D. King, CFA, is the lead portfolio manager of the LKCM International Equity Fund and oversees the investment team responsible for the LKCM International Equity Fund. Mr. King joined Luther King Capital Management in 2004 and serves as Principal, Vice President, Portfolio Manager and Analyst. Mr. King graduated with a Bachelor of Arts from Princeton University and a Masters of Business Administration from the University of Texas.

J. Luther King, Jr., CFA, CIC, is a member of the investment team responsible for the LKCM International Equity Fund. Mr. King has been President, Principal and Portfolio Manager of Luther King Capital Management since 1979. Mr. King graduated with a Bachelor of Science and a Masters of Business Administration from Texas Christian University.

 

Mutual fund investing involves risk. Principal loss is possible. International investing involves special risk considerations, including fluctuating foreign exchange rates, more limited information available about issuers of securities, foreign government regulations and differing degrees of liquidity, that may adversely affect portfolio securities. These risks are greater in emerging markets. These risks are discussed in the Fund's prospectus. The Fund may also use options and future contracts, which have the risks of unlimited losses of the underlying holdings due to unanticipated market movements and failure to correctly predict the direction of securities prices, interest rates and currency exchange rates. Because the fund may also invest in options and future contracts, it therefore may not be suitable for all investors. The fund may invest in small and mid-cap companies, which involve additional risks such as limited liquidity and greater volatility.

*Luther King Capital Management has contractually agreed to waive all or a portion of its management fee and/or reimburse the Fund through May 1, 2020. Investment performance reflects fee waivers in effect. In the absence of such waivers, total return would be reduced.

The MSCI EAFE Index is an unmanaged index that is designed to measure the equity market performance of developed markets, excluding the United States and Canada.

The Morgan Stanley Capital International Europe, Australasia and Far East Index ("MSCI EAFE") is an unmanaged index composed of securities of 22 European and Pacific Basin countries. The MSCI EAFE Index is a recognized international index and is weighted by market capitalization. A direct investment in an index is not possible.

The Lipper International Large-Cap Core Funds Index tracks the results of funds that, by portfolio practice, invest at least 75% of their equity assets in companies strictly outside of the U.S. with market capitalizations (on a three-year weighted basis) above Lipper's international large-cap floor. International large-cap core funds typically have an average price-to-cash flow ratio, price-to-book ratio, and three-year sales-per-share growth value compared to the S&P/Citigroup World ex-U.S. BMI. The Lipper International Large-Cap Core Funds Index is not what is typically considered to be an "index" because it tracks the performance of other mutual funds 48 rather than the changes in the value of a group of securities, a securities index, or some other traditional economic indicator. The Lipper International Large-Cap Core Funds Index reflects deductions for fees and expenses of the constituent funds. A direct investment in an index is not possible.

For more information, see Fund Literature or call 1-800-688-LKCM.

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LKCM Funds distributed by Quasar Distributors, LLC

Fund Information

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Summary Prospectus
    LKCM Small Cap Equity Fund
    LKCM Equity Fund
    LKCM Balanced Fund
    LKCM Fixed Income Fund
    LKCM Small-Mid Cap Equity Fund
    LKCM International Equity Fund

Statutory Prospectus

 

Fact Sheets
    LKCM Small Cap Equity Fund
    LKCM Equity Fund
    LKCM Balanced Fund
    LKCM Fixed Income Fund
    LKCM Small-Mid Cap Equity Fund
    LKCM International Equity Fund

Other Related Documents
    Statement of Additional Information

    Estimated Year-End Distributions

    Holdings

    Annual Report

    Semi-Annual Report

    Regular Application

    IRA Application

    IRA Disclosure

    IRA Transfer

    Certification of Beneficial Owners

    Proxy Voting Policy

    Code of Ethics

    Privacy Policy

    Terms of Use