LKCM Small-Mid Cap Equity’s veteran leader and strong supporting cast support its Morningstar Analyst Rating of Bronze for its lone share class.
Will LKSMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of LKSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.