LKEQX Mutual Fund

LKEQX Mutual Fund (LKCM Equity Fund) is managed by LKCM Funds with $497.6M in net assets. LKEQX expense ratio is 0.81%, holding 51 positions across sectors including Industrials, Information Technology, Materials. Inception date: 1996-01-03.

LKEQX performance shows a YTD return of 7.49%. The 1-year return is 9.98% and the 5-year return is 6.00%. LKEQX dividend yield stands at 7.65%, paid annually.

LKEQX top holdings include Alphabet Inc,class A (7.9%), Nvidia Corp (5.6%), Microsoft Corp (5.2%), Apple, Inc (5.2%), Valmont Industries Inc (3.5%). 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.