The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It primarily invests in companies the Adviser believes are likely to have above-average growth in revenues and/or earnings, above-average returns on shareholders' equity, potential for above-average capital appreciation, and/or companies the Adviser believes have attractive relative valuations.

Nasdaq

AQEIX

The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity and fixed income securities. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, and/or attractive relative valuation.

LKBAX

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.

LKEQX

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 a portfolio of investment grade corporate and U.S. government fixed income securities. The fund's investments in fixed income securities consist primarily of investment grade corporate fixed income securities and fixed income securities issued or guaranteed by the U.S. government, its agencies or instrumentalities. The fund typically invests in fixed income securities with short- to intermediate-term maturities from one to ten years.

LKFIX

The fund seeks to achieve its investment objective by investing primarily in equity securities of non-U.S. companies. It invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. The fund generally invests in companies from developed markets, though it may invest to a lesser extent in companies from emerging markets. It may focus its investments in companies located in or economically tied to particular countries or geographic regions.

LKINX

The fund seeksto 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 of smaller companies. It primarily chooses investments that the Adviser believes are likely to have above-average growth in revenue and/or earnings and potential for above-average capital appreciation.

LKSCX

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 of small-mid capitalization companies. The fund primarily chooses investments that the Adviser believes are likely to have above-average growth in revenue and/or earnings and potential for above-average capital appreciation.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
AQEIX	LKCM Aquinas Catholic Equity Fund	Large Cap Growth Equities	Jul 11, 2005	1.00%	3.89%	9.16%	2.53%
LKBAX	LKCM Balanced Fund	Diversified Portfolio	Dec 29, 1997	0.80%	2.92%	7.38%	3.39%
LKEQX	LKCM Equity Fund	Large Cap Growth Equities	Jan 3, 1996	0.80%	4.21%	10.14%	1.40%
LKFIX	LKCM Fixed Income Fund	Corporate Bonds	Dec 30, 1997	0.50%	-1.08%	1.35%	2.49%
LKINX	LKCM International Equity Fund	Foreign Large Cap Equities	May 1, 2019	1.00%	4.26%	—	1.39%
LKSCX	LKCM Small Cap Equity Fund	Small Cap Growth Equities	Jul 14, 1994	1.03%	3.58%	8.30%	2.68%
LKSMX	LKCM Small-Mid Cap Equity Fund	Mid Cap Growth Equities	May 2, 2011	1.00%	2.42%	8.41%	0.00%

LKCM Mutual Funds List

Risk vs. Return Scatterplot