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LKCM Small Cap Equity Instl LKSCX

Medalist Rating as of | See LKCM Investment Hub
  • NAV / 1-Day Return 20.20  /  +0.70 %
  • Total Assets 243.0 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 42%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis LKSCX

Will LKSCX outperform in future?

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

LKCM Small Cap Equity Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings LKSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BellRing Brands Inc Class A

2.34 5.4 Mil
Consumer Defensive

Weatherford International PLC Ordinary Shares - New

2.32 5.4 Mil
Energy

Nutanix Inc Class A

2.25 5.2 Mil
Technology

Goosehead Insurance Inc Class A

2.06 4.8 Mil
Financial Services

PGT Innovations Inc

2.00 4.7 Mil
Industrials

Invesco Shrt-Trm Inv Gov&Agcy Instl

1.96 4.5 Mil
Cash and Equivalents

ESAB Corp

1.95 4.5 Mil
Industrials

AvidXchange Holdings Inc

1.81 4.2 Mil
Technology

CSW Industrials Inc

1.79 4.2 Mil
Industrials

Kirby Corp

1.77 4.1 Mil
Industrials