Skip to Content
Morningstar

LKCM Small-Mid Cap Equity Institutional LKSMX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See LKCM Investment Hub

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

Unlock our full analysis with Morningstar Investor