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Fund Intelligence | Best Managers | AQFIX Insights | AQFIX Score | AQFIX Performance | AQFIX Manager | AQFIX News | AQFIX Allocation | AQFIX Holdings Change

Mutual Fund Insights: LKCM Aquinas Fixed Income Fund (AQFIX)

In-depth Analysis of LKCM Aquinas Fixed Income Fund (AQFIX)

Mutual fund chart: LKCM Aquinas Fixed Income Fund (AQFIX)

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See LKCM Aquinas Fixed Income Fund (AQFIX) performance details as of January 31, 2010

  

    Last Trade: $10.39 on 3/18/2010, Change: -0.01 (-0.1%)

  

Fund Manager - Joan M. Maynard

Fund Manager Tenure: 4.7 years
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Maynard is vice president and portfolio manager with Luther King Capital Management, her employer since 1986.  Get more insights on Joan M. Maynard

  

What we like about LKCM Aquinas Fixed Income Fund (AQFIX) What we like about LKCM Aquinas Fixed Income Fund (AQFIX)

Data for LKCM Aquinas Fixed Income Fund (AQFIX) as of January 31, 2010

  • LKCM Aquinas Fixed Income Fund (AQFIX) management has been with LKCM Aquinas Fixed Income Fund for 4.7 years
  • LKCM Aquinas Fixed Income Fund (AQFIX) has good mid-term performance (3-year return 6.27% vs 5.02% Intermediate-Term Bond category average)
  • LKCM Aquinas Fixed Income Fund (AQFIX) has good Long-term performance (5-year return 4.70% vs 4.10% Intermediate-Term Bond category average)
  • LKCM Aquinas Fixed Income Fund (AQFIX) ratio of up-years vs down years is greater than 2
  • LKCM Aquinas Fixed Income Fund (AQFIX) has an annual stock turnover rate of 20.00% vs Intermediate-Term Bond average of 231.70%. It is good that LKCM Aquinas Fixed Income management does not trade extensively for its return.
  • LKCM Aquinas Fixed Income Fund (AQFIX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.58, lower than category average of 6.05
  • LKCM Aquinas Fixed Income Fund (AQFIX) has a lower management fee than its Intermediate-Term Bond average: 0.81% vs 0.95%
  • LKCM Aquinas Fixed Income Fund (AQFIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about LKCM Aquinas Fixed Income Fund (AQFIX) What we are cautious about LKCM Aquinas Fixed Income Fund (AQFIX)

Data for LKCM Aquinas Fixed Income Fund (AQFIX) as of January 31, 2010

  • LKCM Aquinas Fixed Income Fund (AQFIX) has a less-than-ideal short-term performance (1-year return 10.88% vs 15.89% Intermediate-Term Bond category average)
  • LKCM Aquinas Fixed Income Fund (AQFIX) has a Morningstar rating of 3 and below
See LKCM Aquinas Fixed Income Fund (AQFIX) performance details as of January 31, 2010

  

  

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LKCM Aquinas Fixed Income Fund (AQFIX) Net Asset

Track net asset change of LKCM Aquinas Fixed Income fund (AQFIX)

DateNet Asset
01/2010$12.52M
11/2009$12.05M
10/2009$11.77M
More historic net asset information on LKCM Aquinas Fixed Income Fund (AQFIX)

  

LKCM Aquinas Fixed Income Fund (AQFIX) Portfolio Allocation

Track portfolio allocation change of LKCM Aquinas Fixed Income fund (AQFIX)

DateCashStockBondOther
09/20095.07%0%93.52%1.41%
06/20095%0%93.65%1.36%
03/20093.61%0%95.13%1.26%
Click here to see more historic asset allocation information on LKCM Aquinas Fixed Income Fund (AQFIX)

  

Most Recent Top 10 Holdings in LKCM Aquinas Fixed Income Fund (AQFIX)

Discover what LKCM Aquinas Fixed Income Fund (AQFIX) manager is buying

30-Sep-09
Southern Calif Pub Pwr Auth 6.93% [3.39%]
US Treasury Note 5.125% [2.99%]
Lubrizol 5.5% [2.35%]
Procter & Gamble 8% [2.27%]
Federated Govt Obligs Instl [2.14%]
US Treasury Note 1.625% [2.11%]
FHLBA 5.5% [1.98%]
Usx Marathon Grp 9.125% [1.97%]
US Treasury Note 4.25% [1.91%]
US Treasury Note 4.25% [1.9%]

30-Jun-09
Southern Calif Pub Pwr Auth 6.93% [3.71%]
US Treasury Note 5.125% [3.47%]
United Tech 6.35% [2.58%]
Procter & Gamble 8% [2.38%]
US Treasury Note 1.625% [2.28%]
Lubrizol 5.5% [2.23%]
FHLBA 5.5% [2.21%]
US Treasury Note 4.25% [2.21%]
US Treasury Note 4.25% [2.2%]
US Treasury Note 3.5% [2.15%]

31-Mar-09
Southern Calif Pub Pwr Auth 6.93% [3.71%]
US Treasury Note 5.125% [3.47%]
United Tech 6.35% [2.58%]
Procter & Gamble 8% [2.38%]
US Treasury Note 1.625% [2.28%]
Lubrizol 5.5% [2.23%]
FHLBA 5.5% [2.21%]
US Treasury Note 4.25% [2.21%]
US Treasury Note 4.25% [2.2%]
US Treasury Note 3.5% [2.15%]
Click here for Stock Holding Change Map in LKCM Aquinas Fixed Income Fund (AQFIX)

  

Related books and products to LKCM Aquinas Fixed Income Fund (AQFIX)

  

Latest News on LKCM Aquinas Fixed Income (AQFIX)

See what is happening with LKCM Aquinas Fixed Income Fund (AQFIX)

 

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