Lkcm Aquinas Financials
| AQEIX Fund | USD 19.83 0.10 0.51% |
Lkcm |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Lkcm Aquinas Fund Summary
Lkcm Aquinas competes with Lkcm Balanced, Lkcm Equity, Lkcm Small-mid, and Jpmorgan Hedged. The fund invests at least 80 percent of its net assets in equity securities. It primarily invests in companies the Adviser believes are likely to have above-average growth in revenues andor earnings, above-average returns on shareholders equity, potential for above-average capital appreciation, andor companies the Adviser believes have attractive relative valuations.Specialization | Large Growth, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Lkcm Funds |
| Mutual Fund Family | LKCM |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 423 6369 |
| Currency | USD - US Dollar |
Lkcm Aquinas Key Financial Ratios
Lkcm Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lkcm Aquinas's current stock value. Our valuation model uses many indicators to compare Lkcm Aquinas value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lkcm Aquinas competition to find correlations between indicators driving Lkcm Aquinas's intrinsic value. More Info.Lkcm Aquinas Catholic is rated below average in price to earning among similar funds. It also is rated below average in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lkcm Aquinas Catholic is roughly 8.17 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lkcm Aquinas' earnings, one of the primary drivers of an investment's value.Lkcm Aquinas Catholic Systematic Risk
Lkcm Aquinas' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lkcm Aquinas volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Lkcm Aquinas Catholic correlated with the market. If Beta is less than 0 Lkcm Aquinas generally moves in the opposite direction as compared to the market. If Lkcm Aquinas Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lkcm Aquinas Catholic is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lkcm Aquinas is generally in the same direction as the market. If Beta > 1 Lkcm Aquinas moves generally in the same direction as, but more than the movement of the benchmark.
Lkcm Aquinas November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lkcm Aquinas help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lkcm Aquinas Catholic. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lkcm Aquinas Catholic based on widely used predictive technical indicators. In general, we focus on analyzing Lkcm Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Lkcm Aquinas's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8068 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 4.0 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.05 |
Other Information on Investing in Lkcm Mutual Fund
Lkcm Aquinas financial ratios help investors to determine whether Lkcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lkcm with respect to the benefits of owning Lkcm Aquinas security.
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