LKCM Small Cap Equity Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
LKCM Small Capital Equity Fund Class Institutional LKSCX
- NAV / 1-Day Return 23.03 / +0.74 %
- Total Assets 345.4M
-
Adj. Expense Ratio
1.010%
- Expense Ratio 1.000%
- 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 0.01%
- Turnover 40%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:54 AM GMT+0
Morningstar’s Analysis LKSCX
Will LKSCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LKSCX 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 LKSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Lumentum Holdings Inc | 3.21 | 10M | Technology |
Invesco Shrt-Trm Inv Gov&Agcy Instl | 2.93 | 10M | Cash and Equivalents |
Ciena Corp | 2.63 | 9M | Technology |
Tower Semiconductor Ltd | 2.58 | 8M | Technology |
Planet Labs PBC Class A | 2.21 | 7M | Industrials |
Morgan Stanley Instl Lqudty Govt Instl | 2.14 | 7M | Cash and Equivalents |
CECO Environmental Corp | 2.03 | 7M | Industrials |
Rogers Corp | 2.02 | 7M | Technology |
Materion Corp | 1.88 | 6M | Basic Materials |
Ensign Group Inc | 1.87 | 6M | Healthcare |
United States