Lkcm Equity Financials
| LKEQX Fund | USD 41.65 0.17 0.41% |
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 Equity Fund Summary
Lkcm Equity competes with Dodge Cox, Dreyfus/standish, Rbc Global, Ab Select, and Fisher Investments. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its net assets in equity securities. The fund primarily invests in companies that the adviser believes are likely to have above-average growth in revenue andor earnings, above-average returns on shareholders equity, potential for above-average capital appreciation, andor companies that the adviser believes have attractive relative valuations.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5018852062 |
| Business Address | Lkcm Funds |
| Mutual Fund Family | LKCM |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 688 5526 |
| Currency | USD - US Dollar |
Lkcm Equity Key Financial Ratios
Lkcm Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lkcm Equity's current stock value. Our valuation model uses many indicators to compare Lkcm Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lkcm Equity competition to find correlations between indicators driving Lkcm Equity's intrinsic value. More Info.Lkcm Equity Fund is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lkcm Equity Fund is roughly 7.31 . 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 Equity's earnings, one of the primary drivers of an investment's value.Lkcm Equity Fund Systematic Risk
Lkcm Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lkcm Equity 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Lkcm Equity Fund correlated with the market. If Beta is less than 0 Lkcm Equity generally moves in the opposite direction as compared to the market. If Lkcm Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lkcm Equity Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lkcm Equity is generally in the same direction as the market. If Beta > 1 Lkcm Equity moves generally in the same direction as, but more than the movement of the benchmark.
Lkcm Equity November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lkcm Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lkcm Equity Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lkcm Equity Fund 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 Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8298 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 4.47 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 1.05 |
Other Information on Investing in Lkcm Mutual Fund
Lkcm Equity 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 Equity security.
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