LKCM Equity InstlLKEQX

Morningstar Rating

Fund Research and Analysis

by Michael Breen

LKCM Equity is as solid as the day is long.

This fund has a high-quality portfolio. Every firm it owns is currently profitable and is projected to remain so in 2009. Its holdings generate higher returns on equity, net-profit margins, and free-cash Read more

Kudos

Strong long-term performance.

Experienced managers.

Managers are holders of the funds.

Has fared relatively well in tough markets. Read more

Risks

Can lag in some booming markets. Read more

Strategy

The fund's managers seek to buy great businesses at what they consider fair prices. They favor financially sound firms with strong balance sheets, growing earnings, and solid returns on assets and equity. Read more

Management

Lead manager Luther King is the founder of Luther King Capital Management. He has more than 40 years of investment experience. Comanager Paul Greenwell has more than 20 years of investment experience. LKCM is an independent, employee-owned advisor. Read more

Inside Scoop

This fund has been a solid long-term performer. Its managers are very experienced. The fund has low fees and decent tax efficiency. It employs a buy-and-hold strategy that Read more

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