LKCM Mutual Funds List
Here you can find all mutual funds issued by LKCM and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 7
- Avg. Expense Ratio
- 0.88%
- Avg. 1 Year Return
- 9.85%
- Avg. 5 Year Return
- 4.66%
- Median Risk/Return Score
- 16 / 100
LKCM Mutual Funds List
7 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LKCM Aquinas Catholic Equity Fund | Large Cap Growth Equities | Jul 11, 2005 | 1.00% | 1.64% | 10.48% | 5.88% | 5 | ||||||||
| LKCM Balanced Fund | Diversified Portfolio | Dec 29, 1997 | 0.80% | 2.16% | 7.95% | 5.92% | 13 | ||||||||
| LKCM Equity Fund | Large Cap Growth Equities | Jan 3, 1996 | 0.80% | 4.63% | 11.54% | 7.92% | 16 | ||||||||
| LKCM Fixed Income Fund | Corporate Bonds | Dec 30, 1997 | 0.50% | 0.12% | 1.94% | 3.83% | 32 | ||||||||
| LKCM International Equity Fund | Foreign Large Cap Equities | May 1, 2019 | 1.00% | 9.77% | — | 1.20% | 26 | ||||||||
| LKCM Small Cap Equity Fund | Small Cap Growth Equities | Jul 14, 1994 | 1.03% | 8.23% | 11.41% | 8.30% | 34 | ||||||||
| LKCM Small-Mid Cap Equity Fund | Mid Cap Growth Equities | May 2, 2011 | 1.00% | 6.52% | 11.04% | 5.99% | 10 |
Explore top LKCM Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best LKCM Mutual funds by Risk/Return Score
The top LKCM Mutual funds by PortfoliosLab Risk/Return Score are LKSCX (34) and LKFIX (32).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| LKCM Small Cap Equity Fund | 34 | — | Jul 1994 | |
| LKCM Fixed Income Fund | 32 | — | Dec 1997 | |
| LKCM International Equity Fund | 26 | — | May 2019 | |
| LKCM Equity Fund | 16 | — | Jan 1996 | |
| LKCM Balanced Fund | 13 | — | Dec 1997 |
Best-Performing LKCM Mutual funds Over 5 Years
The top LKCM Mutual funds is LKSCX (5.87%).
Across the lineup, LKCM Mutual funds show an average 1-year return of 9.85% and an average 5-year return of 4.66%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| LKCM Small Cap Equity Fund | 5.87% | — | Jul 1994 | |
| LKCM Equity Fund | 5.81% | — | Jan 1996 | |
| LKCM International Equity Fund | 5.76% | — | May 2019 | |
| LKCM Small-Mid Cap Equity Fund | 5.23% | — | May 2011 | |
| LKCM Aquinas Catholic Equity Fund | 4.30% | — | Jul 2005 |
Lowest-Cost LKCM Mutual funds
The top LKCM Mutual funds is LKFIX (0.50%).
With an average expense ratio of 0.88%, LKCM Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| LKCM Fixed Income Fund | 0.50% | — | Dec 1997 | |
| LKCM Equity Fund | 0.80% | — | Jan 1996 | |
| LKCM Balanced Fund | 0.80% | — | Dec 1997 | |
| LKCM Aquinas Catholic Equity Fund | 1.00% | — | Jul 2005 | |
| LKCM International Equity Fund | 1.00% | — | May 2019 |
Highest-Yield LKCM Mutual funds
The top LKCM Mutual funds is LKSCX (8.30%).
Across the lineup, LKCM Mutual funds show an average dividend yield of 5.58%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| LKCM Small Cap Equity Fund | 8.30% | — | Jul 1994 | |
| LKCM Equity Fund | 7.92% | — | Jan 1996 | |
| LKCM Small-Mid Cap Equity Fund | 5.99% | — | May 2011 | |
| LKCM Balanced Fund | 5.92% | — | Dec 1997 | |
| LKCM Aquinas Catholic Equity Fund | 5.88% | — | Jul 2005 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
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