LKCM Equity Fund (LKEQX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LKEQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LKEQX
LKEQX charges 0.80% annually. There are 190 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | LKEQX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | LKEQX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | LKEQX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | LKEQX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | LKEQX vs VIGAX |
Best Risk-Adjusted Alternatives to LKEQX
LKEQX has a PortfoliosLab risk / return rank of 24. There are 196 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | LKEQX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | LKEQX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | LKEQX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | LKEQX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | LKEQX vs FOCPX |
Top Performing LKEQX Alternatives (YTD)
LKEQX is at 4.41% YTD. There are 252 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | LKEQX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | LKEQX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | LKEQX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | LKEQX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | LKEQX vs POGRX |
Lowest Volatility Alternatives to LKEQX
LKEQX has 12.25% 1-year volatility. There are 9 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | LKEQX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | LKEQX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | LKEQX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | LKEQX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | LKEQX vs GQEPX |
Lowest Drawdown Alternatives to LKEQX
LKEQX has a 1-year max drawdown of -8.94%. There are 9 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | LKEQX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | LKEQX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | LKEQX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | LKEQX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | LKEQX vs DNVYX |
Other Mutual Funds from LKCM
The 5 most viewed LKCM mutual funds shown here include LKFIX, LKSCX, LKSMX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LKCM Fixed Income Fund | Corporate Bonds | 28 | 0.00% | — | Dec 1997 | LKEQX vs LKFIX | |
| LKCM Small Cap Equity Fund | Small Cap Growth Equities | 42 | 8.59% | — | Jul 1994 | LKEQX vs LKSCX | |
| LKCM Small-Mid Cap Equity Fund | Mid Cap Growth Equities | 12 | 7.05% | — | May 2011 | LKEQX vs LKSMX | |
| LKCM Balanced Fund | Diversified Portfolio | 12 | 0.35% | — | Dec 1997 | LKEQX vs LKBAX | |
| LKCM International Equity Fund | Foreign Large Cap Equities | 30 | 9.26% | — | May 2019 | LKEQX vs LKINX |
Often Compared With LKEQX
Investors most often compare LKEQX with QQQ, YACKX, VTI. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare LKEQX with Any Fund or Stock
Compare LKEQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LKEQX with funds that move differently
LKCM Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LKEQX.
Explore LKEQX Diversifiers