AQEIX : LKCM Aquinas Catholic Equity Fund

AQEIX is a US Stocks Market Large Growth with MODERATE fees.

AQEIX

LKCM Aquinas Catholic Equity Fund

FI Score

27 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

27% FI Score
  • aqeix
  • Mutual Fund
  • US Stocks
  • Large Growth

LKCM Aquinas Catholic Equity Fund

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to maximize long-term capital appreciation, while incorporating Catholic values investing principles in the investment process. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It primarily invests in companies the Adviser believes are likely to have above-average growth in revenues and/or earnings, above-average returns on shareholders' equity, potential for above-average capital appreciation, and/or companies the Adviser believes have attractive relative valuations.

Largest Holdings

Amount Holding
5.03% Zoetis Inc Class A
4.97% Alphabet Inc A
4.89% Akamai Technologies Inc
4.76% Apple Inc
4.25% Adobe Inc
4.22% Abbott Laboratories
4.22% Microsoft Corp
4.17% Amazon.com Inc
3.89% RealPage Inc
3.75% Roper Technologies Inc
3.73% Verisk Analytics Inc
3.58% Honeywell International Inc
3.55% Oracle Corp
3.53% PepsiCo Inc
3.33% PayPal Holdings Inc
2.67% Truist Financial Corp
2.50% The Home Depot Inc
2.32% Zions Bancorp NA
2.30% Trimble Inc
2.27% Stanley Black & Decker Inc
2.14% AT&T Inc
2.09% FLIR Systems Inc
2.08% Ecolab Inc
1.96% Dollar Tree Inc
1.95% VF Corp

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