As of 03/31/2024 (Large Blend Category)
Overall
3 Year
5 Year
10 Year
As of 03/31/2024
YTD | 1YR | 3YR | 5YR | 10YR | 15YR | Since Inception | |
---|---|---|---|---|---|---|---|
LKCM Equity Fund | 7.76% | 18.30% | 5.89% | 11.80% | 10.28% | 13.76% | 9.20% |
S&P 500® Index | 10.56% | 29.88% | 11.49% | 15.05% | 12.96% | 15.63% | 9.87% |
Lipper Large Cap Core Funds Index | 11.51% | 30.94% | 10.89% | 14.12% | 11.77% | 14.42% | 8.86% |
Morningstar Large Blend Category | 36.45% | 7.95% | 14.89% | 13.24% | 15.69% | – | |
Morningstar Percentile Rank | 92% | 95% | 84% | 82% | N/A | – | |
Number of Funds in Category | 1,422 | 1,293 | 1,179 | 888 | N/A | – |
The Fund seeks to maximize long-term capital appreciation.