LKCM Aquinas Catholic Equity FundAQEIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$54.6M
Expense ratio
1.00%
1-year return
+7.3%
3 years, a year
+9.7%
5 years, a year
+5.4%
Holdings
42
What it aims to do.
The Fund seeks to maximize long-term capital appreciation, while incorporating Catholic values investing principles in the investment process.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOGL Alphabet Inc | 5.79% |
| NVDA NVIDIA Corp | 4.79% |
| MSFT Microsoft Corp | 4.07% |
| LHX L3Harris Technologies Inc | 3.79% |
| AAPL Apple Inc | 3.72% |
| CTVA Corteva Inc | 3.45% |
| SYK Stryker Corp | 3.31% |
| AMZN Amazon.com Inc | 3.05% |
| TRMB Trimble Inc | 2.99% |
| SHW Sherwin-Williams Co/The | 2.94% |
More on AQEIX.
- AQEIX overview
- AQEIX holdings
- AQEIX risk
- AQEIX costs
- AQEIX money in and out
- AQEIX share classes
- Compare AQEIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.