CATHOLIC EQUITY FUND Catholic Equity Fund
Catholic Values Investing...
The LKCM Aquinas Catholic Equity Fund practices socially responsible investing within the framework provided by the United States Conference of Catholic Bishops Socially Responsible Investment Guidelines. The LKCM Aquinas Catholic Equity Fund follows these guidelines by using an approach that focuses on Catholic values screening of portfolio companies, proactive dialogue with those companies whose practices conflict with the guidelines, and potential exclusion of those companies that are unwilling to alter their practices over a reasonable period of time.
LKCM monitors portfolio companies selected for each the LKCM Aquinas Catholic Equity Fund for policies on various issues contemplated by the guidelines, including, abortion, contraceptives, embryonic stem cell research, and other issues.
In monitoring portfolio companies, LKCM utilizes screening services provided by third parties and other independent research resources.
If the LKCM Aquinas Catholic Equity Fund invests in a portfolio company whose policies are inconsistent with the guidelines, LKCM may attempt to influence the company’s policies through, among other things, proactive dialogue and other efforts. If LKCM's efforts are unsuccessful over a reasonable period of time, LKCM may sell the company’s securities or otherwise exclude future investments in such companies.
Please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges, and expenses. A free hard-copy is available by calling 1-800-423-6369.
The LKCM Aquinas Catholic Equity Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the LKCM Aquinas Catholic Equity Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Mutual fund investing involves risk; loss of principal is possible. Since the Adviser considers other factors in addition to traditional investment criteria when selecting portfolio securities, it may forego a profitable investment opportunity or sell a security when it may be disadvantageous to do so. Investments in small-and-mid-cap companies involve additional risks such as limited liquidity and greater volatility.
The LKCM Aquinas Catholic Equity Fund is distributed by Quasar Distributors, LLC.