AQEGX (LKCM:Aquinas Growth)
Net Asset Value: 18.13 1-Day Return: 0.11 (0.61%) YTD Return as of 2/9/12:Up 7.53%

Classification: Multi-Cap Growth   Objective: Growth   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

NAV Chart | Growth of $10,000
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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 7.53 3.42 17.56 4.03 3.74
Classification 10.73 1.94 20.57 2.72 5.05
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)9436753272

Fund Stats

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Investment Objective:Growth
Net Assets ($Mil)35.10
Inception Date:1/3/94
Manager Name, TenureGreenwell/King Jr/Orser, 2005 / 2005 / 2005
Expense Ratio: 1.50%
Sales Charge:
Load Type:
  
Level Load
0.00%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Apple Inc Ord AAPL 3.38
International Business Machines Corp Ord IBM 3.11
Federated Government Obligations Fund;inst NA 3.06
Costco Wholesale Corp Ord COST 2.92
Cabot Oil And Gas Corp Ord COG 2.86
Fmc Corp Ord FMC 2.46
Tractor Supply Co Ord TSCO 2.44
Coca-cola Co Ord KO 2.40
Carpenter Technology Corp Ord CRS 2.39
Tibco Software Inc Ord TIBX 2.39
% of Total Holdings 27.41

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