LKCM Small-Mid Cap Equity’s recent leadership changes mean it has more to prove, so it continues to earn Morningstar Analyst Ratings of Neutral across all share classes.
- NAV / 1-Day Return 8.67 / 0.34 %
- Total Assets 20.6 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 50%
Morningstar’s Analysis LKSMX
Will LKSMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 55
- Bond Holdings 0
- Other Holdings 5
- % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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