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Morningstar

LKCM Small-Mid Cap Equity Institutional LKSMX

Morningstar Medalist Rating
Medalist Rating as of | See LKCM Investment Hub
  • NAV / 1-Day Return 10.26  /  +0.29 %
  • Total Assets 33.3 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 32%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis LKSMX

Will LKSMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LKSMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LKSMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LKSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A new manager settles in.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

LKCM Small-Mid Cap Equity’s relatively new manager needs to prove himself, and the process he uses is reasonable but isn’t unique. The strategy earns Average People and Process ratings.

by Sachin Nagarajan
Rated on Published on

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Portfolio Holdings LKSMX

More LKSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco Shrt-Trm Inv Gov&Agcy Instl

3.00 854,361
Cash and Equivalents

Broadridge Financial Solutions Inc

2.60 740,906
Technology

Axon Enterprise Inc

2.58 736,499
Industrials

Builders FirstSource Inc

2.47 703,318
Industrials

Q2 Holdings Inc

2.41 686,616
Technology

Kadant Inc

2.34 667,979
Industrials

Morgan Stanley Instl Lqudty Govt Instl

2.34 666,157
Cash and Equivalents

Fleetcor Technologies Inc

2.17 618,351
Technology

Watsco Inc Class A

2.16 616,140
Industrials

CSW Industrials Inc

2.15 614,556
Industrials