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Mutual Fund Insights: Frost LKCM Multi-Cap Equity Inst Fund (FILKX)

In-depth Analysis of Frost LKCM Multi-Cap Equity Inst Fund (FILKX)

Mutual fund chart: Frost LKCM Multi-Cap Equity Inst Fund (FILKX)

3 months
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See Frost LKCM Multi-Cap Equity Inst Fund (FILKX) performance details as of February 28, 2010

  

    Last Trade: $8.13 on 3/19/2010, Change: -0.05 (-0.61%)
Experiment our closing price forecasting tool for Frost LKCM Multi-Cap Equity Inst Fund (FILKX) (alpha release)

  

Fund ManagerFund Manager - Paul W. Greenwell

Fund Manager Tenure: 1.9 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Paul W. Greenwell is vice president and portfolio manager with Luther King Capital Management, his employer since 1983.  Get more insights on Paul W. Greenwell

  

What we like about Frost LKCM Multi-Cap Equity Inst Fund (FILKX) What we like about Frost LKCM Multi-Cap Equity Inst Fund (FILKX)

Data for Frost LKCM Multi-Cap Equity Inst Fund (FILKX) as of February 28, 2010

  • Frost LKCM Multi-Cap Equity Inst Fund (FILKX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Frost LKCM Multi-Cap Equity Inst Fund (FILKX) has good short-term performance (1-year return 54.64% vs 51.46 % Large Growth category average)
  • Frost LKCM Multi-Cap Equity Inst Fund (FILKX) ratio of up-years vs down years is greater than 2
  • Frost LKCM Multi-Cap Equity Inst Fund (FILKX) has an annual stock turnover rate of 34.00% vs Large Growth average of 109.62%. It is good that Frost LKCM Multi-Cap Equity Inst management does not trade extensively for its return.
  • Frost LKCM Multi-Cap Equity Inst Fund (FILKX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.47, lower than category average of 21.35
  • Frost LKCM Multi-Cap Equity Inst Fund (FILKX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Frost LKCM Multi-Cap Equity Inst Fund (FILKX) What we are cautious about Frost LKCM Multi-Cap Equity Inst Fund (FILKX)

Data for Frost LKCM Multi-Cap Equity Inst Fund (FILKX) as of February 28, 2010

  • Frost LKCM Multi-Cap Equity Inst Fund (FILKX) management has been with Frost LKCM Multi-Cap Equity Inst Fund for only 1.9 years, it is hard to judge manager's ability based on this fund's operation record
  • Frost LKCM Multi-Cap Equity Inst Fund is a focused fund with 33.47% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Frost LKCM Multi-Cap Equity Inst Fund (FILKX) has a less-than-ideal mid-term performance (3-year return -3.21% vs -3.50 % Large Growth category average)
  • Frost LKCM Multi-Cap Equity Inst Fund (FILKX) has a less-than-ideal Long-term performance (5-year return 0.98% vs 1.34 % Large Growth category average)
  • Frost LKCM Multi-Cap Equity Inst Fund (FILKX) has a Morningstar rating of 3 and below
  • Frost LKCM Multi-Cap Equity Inst Fund (FILKX) has a higher management fee of 1.35% than its Large Growth average of 1.33%
See Frost LKCM Multi-Cap Equity Inst Fund (FILKX) performance details as of February 28, 2010

  

  

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Frost LKCM Multi-Cap Equity Inst Fund (FILKX) Net Asset

Track net asset change of Frost LKCM Multi-Cap Equity Inst fund (FILKX)

DateNet Asset
02/2010$8.61M
01/2010$8.41M
11/2009$9.06M
More historic net asset information on Frost LKCM Multi-Cap Equity Inst Fund (FILKX)

  

Frost LKCM Multi-Cap Equity Inst Fund (FILKX) Portfolio Allocation

Track portfolio allocation change of Frost LKCM Multi-Cap Equity Inst fund (FILKX)

DateCashStockBondOther
11/20090.2%99.8%0%0%
06/20091.41%98.59%0%0%
12/20083.22%96.78%0%0%
Click here to see more historic asset allocation information on Frost LKCM Multi-Cap Equity Inst Fund (FILKX)

  

Most Recent Top 10 Holdings in Frost LKCM Multi-Cap Equity Inst Fund (FILKX)

Discover what Frost LKCM Multi-Cap Equity Inst Fund (FILKX) manager is buying

30-Nov-09
BANK OF NY MELLON CP [3.68%]
ABBOTT LABORATORIES [3.62%]
AT&T INC. [3.58%]
JP MORGAN CHASE CO [3.53%]
Gilead Sciences, Inc. [3.31%]
XTO ENERGY INC [3.29%]
CBS CORP CL B [3.19%]
THERMO FISHER SCIENT [3.14%]
WELLS FARGO & CO NEW [3.1%]
HOME DEPOT INC [3.03%]

30-Jun-09
BANK OF NY MELLON CP [3.85%]
Citrix Systems, Inc. [3.69%]
AT&T INC. [3.66%]
THERMO FISHER SCIENT [3.52%]
Gilead Sciences, Inc. [3.2%]
WELLS FARGO & CO NEW [3.19%]
HAEMONETICS CP [3%]
ABBOTT LABORATORIES [2.97%]
XTO ENERGY INC [2.81%]
JP MORGAN CHASE CO [2.69%]

31-Dec-08
AT&T INC. [4.42%]
Gilead Sciences, Inc. [4.25%]
SCHERING PLOUGH CP [4.24%]
WELLS FARGO & CO NEW [4.08%]
BANK OF NY MELLON CP [3.92%]
Citrix Systems, Inc. [3.91%]
HOME DEPOT INC [3.82%]
COLGATE PALMOLIVE [3.79%]
INTL BUSINESS MACH [3.73%]
ABBOTT LABORATORIES [3.55%]
Click here for Stock Holding Change Map in Frost LKCM Multi-Cap Equity Inst Fund (FILKX)

  

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Latest News on Frost LKCM Multi-Cap Equity Inst (FILKX)

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