Skip to search.
 BSE Down 0.33% NSE Down 0.45%
Streaming
Ticker Tape: On

LKCM Aquinas Small Cap (AQBLX)

8.13 0.00(0.00%) 21 May

Prev Close:8.13
YTD Return*:4.77%
Net Assets*:12.01M
Yield*:N/A

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for AQBLX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AZPN2.0411.94
TMH1.8516.16
CYBX1.84-12.35
MWIV1.7218.99
HXL1.66-0.56
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:12.01M
Category:Small Growth
Annual Report Expense Ratio (net):1.50%
Fund Profile | Holdings

Performance & Risk

YTD Return:4.77%
5y Avg Return:7.13%
Rank in Category (ytd):96
% Rank in Category (ytd):12.89%
Beta (3y):1.18
Morningstar Risk Rating:2
Performance Details | Risk Details

Fund Summary

The investment seeks to maximize long-term capital appreciation, while incorporating Catholic values investing principles in the investment process. The fund invests normally at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of smaller companies. It primarily chooses investments that the adviser believes are likely to have above-average growth in revenue and/or earnings and potential for above-average capital appreciation. Smaller companies are those with market capitalizations at the time of investment between $400 million and $2.5 billion. View More
Fund Profile
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback