See what your fund actually adds

LKCM Equity Fund LKEQX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

LKEQX compared with its replication portfolio
MeasureLKEQXReplication
Annualized growth6.1%12.6%
Annualized volatility15.0%16.2%
Sharpe ratio0.470.82
Maximum drawdown22.5%24.2%
Replication fit (R²)0.92 · Tracking error 4.3%

Replication portfolio

The published portfolio below is the investable basket used to model LKEQX’s historical return behavior.

LKEQX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap31.8%
XLISector · Industrials23.4%
VUGStyle · Growth19.6%
VTIUS Broad Market16.4%
XLVSector · Healthcare8.9%