LKEQX Rating, Research - Lkcm Equity Instl

Lkcm Equity Instl (lkeqx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands

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Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 54

Threats + Weaknesses = 34

When strengths & opportunities substantially exceed threats & weaknesses an investment in the lkeqx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Lkcm Equity Instl (LKEQX) Description: LKEQX is a mutual fund, which is an investment that owns a basket of assets. The LKEQX mutual fund was provided by Lkcm and this investment vehicle derives the majority of its value from equity holdings (stocks). Lkcms mutual fund has a long management tenure and is in the small fund size classification. LKEQXs minimum initial investment amount is $10000 while the IRA minimum is $10000. LKEQXs expense ratio is roughly 1%. The latest LKEQXs front end load was 0% and the back end load was 0%. The Lkcm Equity Instl (LKEQX) mutual fund falls under the large-cap mixed category. LKEQX focuses its investments in USA and LKEQX is not affiliated with a particular industry or fund sector. The Lkcm Equity Instl (LKEQX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LKEQXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LKEQXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research) of large capitalization companies, which are defined as companies with market capitalizations within the range of the Russell 1000 Index. It invests up to 20% of assets in equity securities (see equity research) of foreign issuers, including ADRs and similar investments. The fund may use futures, options, or swap agreements, as well as other derivatives, to manage risk or to enhance return.


Management Analysis Update


Performance Analysis Update