LKEQX Mutual Fund

LKEQX Mutual Fund (LKCM Equity Fund) is managed by LKCM Funds with $517.6M in net assets. LKEQX expense ratio is 0.81%, holding 49 positions across sectors including Industrials, Information Technology, Materials. Inception date: 1996-01-03.

LKEQX performance shows a YTD return of 4.91%. The 1-year return is 7.98% and the 5-year return is 5.86%. LKEQX dividend yield stands at 7.84%, paid annually.

LKEQX top holdings include Alphabet Inc Common Stock USD 0.001 (6.5%), Microsoft Corp (5.4%), Nvidia Corp. (5.0%), Apple, Inc (4.7%), Oracle Corp - Common (3.1%). Go to all LKEQX holdings, LKEQX sectors, or LKEQX dividends.

LKEQX can be compared against other funds. Use LKEQX overlap to find shared positions, or LKEQX vs another fund for a side-by-side view. LKEQX alternatives are available via the screener, along with tax-loss harvesting opportunities.