LKCM Equity FundLKEQX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$483.8M
Expense ratio
0.81%
1-year return
+14.6%
3 years, a year
+11.1%
5 years, a year
+6.6%
Holdings
49
What it aims to do.
The Fund seeks to maximize long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOGL Alphabet Inc | 6.54% |
| MSFT Microsoft Corp | 5.36% |
| NVDA NVIDIA Corp | 5.05% |
| AAPL Apple Inc | 4.72% |
| ORCL Oracle Corp | 3.13% |
| TDY Teledyne Technologies Inc | 3.13% |
| JPM JPMorgan Chase & Co | 3.04% |
| ECL Ecolab Inc | 3.02% |
| WCN Waste Connections Inc | 3.02% |
| VMI Valmont Industries Inc | 2.89% |
More on LKEQX.
- LKEQX overview
- LKEQX holdings
- LKEQX risk
- LKEQX costs
- LKEQX money in and out
- LKEQX share classes
- Compare LKEQX 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.