Morningstar

LKCM International Equity Fund LKINX

Morningstar Medalist Rating
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Medalist Rating as of See LKCM Investment Hub
  • NAV / 1-Day Return $17.15  /  +0.41 %
  • Fund Size $102.2M
  • Adjusted Expense Ratio 1.010%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 1.23%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis LKINX

Will LKINX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LKINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LKINX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LKINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LKCM International Equity holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LKINX

More LKINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

3.73 4M
Technology

Infineon Technologies AG

3.25 3M
Technology

Morgan Stanley Instl Lqudty Govt Instl

2.98 3M
Cash and Equivalents

Invesco Shrt-Trm Inv Gov&Agcy Instl

2.98 3M
Cash and Equivalents

Royal Bank of Canada

2.63 3M
Financial Services

ABB Ltd

2.56 3M
Industrials

InterContinental Hotels Group PLC

2.47 3M
Consumer Cyclical

ING Groep NV

2.44 2M
Financial Services

Barclays PLC

2.35 2M
Financial Services

Coca-Cola HBC AG

2.33 2M
Consumer Defensive

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