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LAFSX

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Analysis and statistics

  • Open
    20.055$
  • Previous Close
    20.055$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
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  • Market cap
    --$
  • EPS
    --
  • Beta
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  • Volume
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About

LAFSX.US is the ticker symbol for the LKCM Aquinas Catholic Equity Fund, a mutual fund managed by Luther King Capital Management. It generally invests in a diversified portfolio of equity securities of companies that adhere to Catholic values and principles. Investors seeking socially responsible investments aligned with Catholic teachings might consider this fund.

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Factors

Fund Performance: Strong past performance tends to attract investors, increasing demand and price. Poor performance can lead to redemptions, lowering the price.

Market Conditions: Overall market trends (bull or bear markets) significantly impact the value of the fund's underlying assets, affecting its price.

Interest Rates: Rising interest rates can make bonds less attractive, potentially decreasing the value of bond-heavy funds like LAFSX.

Inflation: High inflation can erode the value of fixed-income assets, negatively impacting the fund's price.

Credit Risk: Changes in the creditworthiness of issuers within the fund's portfolio can affect bond prices and thus the fund's overall value.

Fund Manager Expertise: The fund manager's investment decisions and strategy implementation play a crucial role in the fund's performance and price.

Expense Ratio: High expense ratios can negatively impact returns, making the fund less attractive and potentially affecting its price over time.

Fund Size: A significantly large fund can be harder to manage effectively, potentially impacting returns and price.

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