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LKCM Aquinas Funds (AQEIX)
General Fund Information
301 Commerce Street Suite 1600 Fort Worth, TX 76102
Category:Domestic Equity Funds
Assets: ($ millions)$61.6

Account min.:$2,000
Reinvest. min.:$500
IRA account min.: 
IRA reinvest min.: 
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:32.42
Avg. P/B:6.27
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
LKCM Aquinas Value Fund seeks to maximize long-term capital appreciation by primarily choosing investments believed to be undervalued relative to a company's earnings growth rate. The Fund practices socially responsible investing within the framework provided by the US Conference of Catholic Bishops' Socially Responsible Investing Guidelines.
Social Issues08/31/18
Shareholder activism:YES
Community investment:YES
Human rights:R
Products and Services:R
Animal testing:-
Nuclear power:-
Alcohol, tobacco & gambling:-/-/-

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries6.11% 
Cap. Goods & Tech.8.34% 
Consumer Cyclicals9.49% 
Consumer Non-Cyclicals17.57% 
Fund Performance08/31/18
Year to date: 11.29%
Year to date: 11.29%
1 Year: 24.48%
Annualized returns:
3 Year: 13.27%
5 Year: 10.47%
10 Year: 8.52%
Since inception: 7.90%
Inception date: 01/03/94
Bear Market: -19.71%
Bear Market Period:     —    
MPT Statistics08/31/18
Alpha 3YR:-3.57
Alpha 5YR:-4.92
Beta 3YR:1.08
Beta 5YR:1.11
R. Squared 3YR:89.27
R. Squared 5YR:87.02
Sharpe 3YR:1.16
Sharpe 5YR:0.87
Std. Dev. 3YR:11.41
Std. Dev. 5YR:11.41
Sectors Pie Chart 
Sector Distribution Chart


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