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LKCM Equity Fund

Morningstar Rating

As of 12/31/2023 (Large Blend Category)

Overall

3 Year

5 Year

10 Year

As of 12/31/2023, there were 1,430 Funds in the Large Growth Category for the Overall, 1,298 Funds for the 3 year period, 1,191 Funds for the 5 year period, and 897 Funds for the 10 year period. Overall Morningstar Ratings are derived from a weighted average of the fund’s three- and ten-year (if applicable) risk adjusted returns measure.

LKCM Equity Fund Performance

As of 12/31/2023

YTD1YR3YR5YR10YR15YRSince Inception
LKCM Equity Fund12.65%12.65%5.27%13.22%9.64%12.52%9.00%
S&P 500® Index26.29%26.29%10.00%15.69%12.03%13.97%9.57%
Lipper Large Cap Core Funds Index24.65%24.65%9.25%14.32%10.77%12.83%8.52%
Morningstar Large Blend Category22.32%8.83%14.26%10.55%12.92%
Morningstar Percentile Rank92%95%77%79%N/A
Number of Funds in Category1,4301,2981,191897N/A

Investment Objective

The Fund seeks to maximize long-term capital appreciation.

Inception Date: 01/03/96
All periods over one year are annualized.
Net Expense Ratio: 0.81%* Gross Expense Ratio: 0.98%

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.

Portfolio Managers

J. Luther King, Jr., CFA, CIC

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Scot C. Hollmann, CFA, CIC

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Mason D. King, CFA

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