LKCM Equity Fund (LKEQX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LKEQX
LKEQX charges 0.80% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among LKEQX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | LKEQX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | LKEQX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | LKEQX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | LKEQX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | LKEQX vs TILIX |
Best Risk-Adjusted Alternatives to LKEQX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 91 | Mar 6, 2020 | LKEQX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | Nov 7, 2013 | LKEQX vs FCGSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 87 | Aug 17, 1999 | LKEQX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 85 | Jan 2, 1990 | LKEQX vs ADX | |
| Baron Partners Fund | 84 | Apr 30, 2003 | LKEQX vs BPTRX |
Top Performing LKEQX Alternatives (YTD)
LKEQX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.54% | Sep 28, 2018 | LKEQX vs GQEPX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 2.46% | Aug 17, 1999 | LKEQX vs VTMGX | |
| ICON Equity Fund | 2.04% | Oct 17, 2002 | LKEQX vs IOLZX | |
| American Growth Fund Series One | 1.60% | Jul 31, 1958 | LKEQX vs AMRGX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | LKEQX vs BBLIX |
Lowest Volatility Alternatives to LKEQX
LKEQX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 11.01% | Jan 10, 1991 | LKEQX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.83% | Dec 29, 2015 | LKEQX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.41% | Sep 28, 2018 | LKEQX vs GQEPX | |
| Guggenheim Directional Allocation Fund | 12.61% | Jun 18, 2012 | LKEQX vs TVRIX | |
| Provident Trust Strategy Fund | 14.60% | Dec 30, 1986 | LKEQX vs PROVX |
Lowest Drawdown Alternatives to LKEQX
LKEQX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | LKEQX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.34% | Sep 28, 2018 | LKEQX vs GQEPX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | LKEQX vs TVRIX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | LKEQX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | LKEQX vs BBLIX |
Other Mutual Funds from LKCM
Most popular LKCM mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| LKCM Aquinas Catholic Equity Fund | Large Cap Growth Equities | 16 | -2.37% | Jul 11, 2005 | LKEQX vs AQEIX | |
| LKCM Fixed Income Fund | Corporate Bonds | 83 | -0.19% | Dec 30, 1997 | LKEQX vs LKFIX | |
| LKCM Small Cap Equity Fund | Small Cap Growth Equities | 46 | -2.01% | Jul 14, 1994 | LKEQX vs LKSCX | |
| LKCM Small-Mid Cap Equity Fund | Mid Cap Growth Equities | 11 | -3.70% | May 2, 2011 | LKEQX vs LKSMX | |
| LKCM Balanced Fund | Diversified Portfolio | 24 | -1.72% | Dec 29, 1997 | LKEQX vs LKBAX | |
| LKCM International Equity Fund | Foreign Large Cap Equities | 53 | 1.08% | May 1, 2019 | LKEQX vs LKINX |
Often Compared With LKEQX
What investors most often compare with LKEQX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 65 | -4.76% | Mar 10, 1999 | LKEQX vs QQQ | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 59 | -3.29% | Jun 27, 2016 | LKEQX vs VTI | |
| AMG Yacktman Fund | Large Cap Value Equities | 11 | 5.65% | Jul 6, 1992 | LKEQX vs YACKX |
Compare LKEQX with Any Fund or Stock
Compare LKEQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.