As of 6/30/2024 (Large Growth Category)
Overall
3 Year
5 Year
10 Year
As of 6/30/2024
YTD | 1YR | 3YR | 5YR | 10YR | 15YR | Since Inception | |
---|---|---|---|---|---|---|---|
LKCM Equity Fund | 10.84% | 15.33% | 4.29% | 11.53% | 10.21% | 12.89% | 9.23% |
S&P 500® Index | 15.29% | 24.56% | 10.01% | 15.05% | 12.86% | 14.82% | 9.95% |
Lipper Large Cap Core Funds Index | 16.11% | 26.18% | 9.63% | 14.13% | 11.72% | 13.57% | 8.93% |
Morningstar Large Growth Category | 29.15% | 6.15% | 15.08% | 13.40% | 15.00% | – | |
Morningstar Percentile Rank | 83% | 91% | 79% | 77% | N/A | – | |
Number of Funds in Category | 1,415 | 1,302 | 1,192 | 888 | N/A | – |
The Fund seeks to maximize long-term capital appreciation.