Investing in More than Monetary Values
The LKCM Aquinas Catholic Equity Fund provides a vehicle for Catholic values investing with the potential for solid investment performance. The selection of securities are guided by investment guidelines set forth by:
Catholic Equity Fund
Daily Change +0.08
LKCM Aquinas Catholic Equity Fund
performance as of December 31, 2023
- 14.07% Year to date
- 14.07% One Year
- 5.37% Three Years
- 13.78% Five Years
- 8.72% Ten Years
- 8.31% since inception (7/11/05)
All percentages shown above are annualized.
The Gross Expense Ratio is 1.45%; Net Expense Ratio is 1.00%. The Investor pays the 1.00% Net Expense Ratio.
Luther King Capital Management Corporation, the Fund’s investment adviser, has contractually agreed to waive all or a portion of its management fee and/or reimburse the Fund through May 1, 2024 in order to limit the Fund’s total annual fund operating expenses to 1.00% per annum.
Effective August 1, 2016, the LKCM Aquinas Value Fund was renamed to LKCM Aquinas Catholic Equity Fund and the performance prior to August 1, 2016 represented the LKCM Aquinas Value Fund and its prior investment strategies.
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Fund performance current to the most recent month-end may be lower or higher than the performance quoted and can be obtained by calling 1-800-423-6369.
The LKCM Aquinas Catholic Equity Fund is managed with the philosophy that investors should not sacrifice investment performance for their Catholic values. The investment team at LKCM is committed to managing the LKCM Aquinas Catholic Equity Fund to provide a vehicle for Catholic values investing with the potential for solid investment performance.