LKCM International Equity Fund
Performance as of September 30, 2021
YTD 1YR 3YR 5YR 10YR Since Inception
LKCM International Equity Fund 13.42% 30.66% NA NA NA 15.43%
Lipper International Large Cap Core Index 8.87% 28.34% NA NA NA 8.77%

Inception Date: 5/1/2019

Net Expense Ratio: 1.00% net* 1.89% 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.

Brittny G. Allred, CFA, is a member of the investment team responsible for the LKCM International Equity Fund. Ms. Allred joined the Adviser in 2013 and has been a Vice President and Portfolio Manager of the Adviser since 2019 and Principal since 2020. Ms. Allred graduated with a Bachelor of Business Administration in Finance and Bachelor of Science in Economics from Southern Methodist University and a Masters of Business Administration from the University of Texas at Austin.

The Funds’ investment objectives, risks, charges, and expenses must be considered carefully before investing. The Funds’ summary and statutory prospectuses contain this and other important information about the Funds. Please read the summary and statutory prospectuses carefully before investing. To obtain a hardcopy, please call 1-800-688-LKCM. Read carefully before investing.

Mutual fund investing involves risk; Principal loss is possible. International funds typically carry additional risks, since smaller companies generally have a higher risk of failure, and, historically, their stocks have experienced a greater degree of market volatility than stocks on average.

*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, 2022. Investment performance reflects fee waivers in effect. In the absence of such waivers, total return would be reduced.

The Lipper International Large-Cap Core Funds Index is an unmanaged index that is generally considered representative of international large-cap core mutual funds tracked by Lipper, Inc. You cannot invest directly in an index.

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

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LKCM Funds distributed by Quasar Distributors, LLC