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LKCM Aquinas Growth (AQEGX) Fund Ranking and Research

Ranking, Research and Recommendation of LKCM Aquinas Growth (AQEGX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of LKCM Aquinas Growth Fund (AQEGX) ManagerFund Manager - Gary G. Walsh

Fund Manager Information

Fund Manager Tenure: 6.1 years
Fund Family: LKCM
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)

 

Graph of LKCM Aquinas Growth Fund (AQEGX) ProfileLKCM Aquinas Growth Fund (AQEGX) Profile

Fund Profile and Description

LKCM Aquinas Growth Fund seeks long-term capital appreciation. LKCM Aquinas Growth Fund seeks to invest in the equity securities of high quality companies that exhibit certain qualities, including high profitability, strong balance sheets, competitive advantages, high and/or improving financial returns, free cash flow and reinvestment opportunities, and prominent market share positions. These equity securities include common stocks, preferred stocks, securities convertible into common stock, rights and warrants. It may invest in equity securities of small, mid and large capitalization companies.

 

LKCM Aquinas Growth (AQEGX) Fund Strength What we like about LKCM Aquinas Growth (AQEGX) Fund

Data for LKCM Aquinas Growth Fund (AQEGX) as of May 30, 2016

  • LKCM Aquinas Growth Fund (AQEGX) management has been with LKCM Aquinas Growth Fund for 6.1 years
  • LKCM Aquinas Growth Fund (AQEGX) has good short-term performance (1-year return -0.24% vs -1.74% Large Growth category median performance)
  • LKCM Aquinas Growth Fund (AQEGX) ratio of up-years vs down years is greater than 2
  • LKCM Aquinas Growth Fund (AQEGX) has an annual stock turnover rate of 21.00% vs Large Growth average of 50.46%. It is good that LKCM Aquinas Growth management does not trade extensively for its return.
  • LKCM Aquinas Growth Fund (AQEGX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.05, lower than category average of 12.75

LKCM Aquinas Growth Fund (AQEGX) Weakness What we are cautious about LKCM Aquinas Growth (AQEGX) Fund

Data for LKCM Aquinas Growth Fund (AQEGX) as of May 30, 2016

  • LKCM Aquinas Growth Fund (AQEGX) has a less-than-ideal mid-term performance (3-year return 7.15% vs 10.74% Large Growth category median performance)
  • LKCM Aquinas Growth Fund (AQEGX) has a less-than-ideal Long-term performance (5-year return 6.77% vs 10.14% Large Growth category median performance)
  • LKCM Aquinas Growth Fund (AQEGX) has a Morningstar rating of 3 and below
  • LKCM Aquinas Growth Fund (AQEGX) is less safe compared to its Large Growth peers
  • LKCM Aquinas Growth Fund (AQEGX) has a higher expense ratio of 1.50% than its Large Growth average of 1.17%
  • Even though LKCM Aquinas Growth Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See LKCM Aquinas Growth Fund (AQEGX) performance details as of May 30, 2016

 

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Compare LKCM Aquinas Growth Fund (AQEGX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
LKCM Aquinas Growth1.82-0.247.156.77
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare LKCM Aquinas Growth Fund (AQEGX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of LKCM Aquinas Growth Fund (AQEGX) Net Asset TrackingLKCM Aquinas Growth (AQEGX) Fund Net Asset

Track net asset change of LKCM Aquinas Growth fund (AQEGX)

DateNet Asset
05/2016$25.63M
03/2016$25.89M
02/2016$25.05M
More historic net asset information on LKCM Aquinas Growth Fund (AQEGX)

  

Graph of LKCM Aquinas Growth Fund (AQEGX) Portfolio TrackingLKCM Aquinas Growth (AQEGX) Fund Portfolio Allocation

Track portfolio allocation change of LKCM Aquinas Growth fund (AQEGX)

DateCashStockBondOther
12/20152.6%97.4%0%0%
09/20155.8%94.2%0%0%
06/20150.39%99.61%0%0%
Click here to see more historic asset allocation information on LKCM Aquinas Growth Fund (AQEGX)

 

graph of LKCM Aquinas Growth Fund (AQEGX) Top 10 Position TrackingTop 10 Holdings in LKCM Aquinas Growth (AQEGX) Fund

Discover what LKCM Aquinas Growth Fund (AQEGX) manager is buying

Dec 30, 2015
Amazon.com, Inc. [4.86%]
Facebook, Inc. [4.75%]
Roper Technologies, Inc. Common [4.31%]
Apple Inc. [4.18%]
Danaher Corporation Common Stoc [3.87%]
CVS Health Corporation Common S [3.47%]
Colgate-Palmolive Company Commo [3.03%]
Honeywell International Inc. Co [3.01%]
Home Depot, Inc. (The) Common S [3%]
Akamai Technologies, Inc. [2.99%]

Sep 29, 2015
Facebook, Inc. [4.65%]
Apple Inc. [4.44%]
Akamai Technologies, Inc. [3.97%]
Amazon.com, Inc. [3.92%]
Roper Technologies, Inc. Common [3.6%]
Danaher Corporation Common Stoc [3.59%]
CVS Health Corporation Common S [3.46%]
Colgate-Palmolive Company Commo [2.92%]
Nike, Inc. Common Stock [2.83%]

Jun 29, 2015
Apple Inc. [4.42%]
Facebook, Inc. [4.03%]
Amazon.com, Inc. [3.65%]
AbbVie Inc. Common Stock [3.61%]
Akamai Technologies, Inc. [3.52%]
Roper Technologies, Inc. Common [3.48%]
CVS Health Corporation Common S [3.3%]
Danaher Corporation Common Stoc [3.16%]
EMC Corporation Common Stock [2.66%]
Yum! Brands, Inc. [2.66%]
Click here for Stock Holding Change Map in LKCM Aquinas Growth Fund (AQEGX)

  

Latest News on LKCM Aquinas Growth (AQEGX) Fund

See what is happening with LKCM Aquinas Growth Fund (AQEGX)

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LKCM Aquinas Growth Fund (AQEGX) Related ResourcesSee more information on LKCM Aquinas Growth (AQEGX) Fund

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