LKEQX – LKCM Equity Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. The fund primarily invests in companies that the adviser believes are likely to have above-average growth in revenue and/or earnings, above-average returns on shareholders' equity, potential for above-average capital appreciation, and/or companies that the adviser believes have attractive relative valuations.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LKEQX	LKCM Equity Fund	Institutional	Open			Jan 3, 1996	$499.04M	0.810%	Above Average	$2,000	−$57.65M

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