LKCM Small-Mid Cap Equity Fund Institutional Class LKSMX

Morningstar Medalist Rating
  • NAV / 1-Day Return $11.53  /  +0.44 %
  • Fund Size $42.1M
  • Adjusted Expense Ratio 1.010%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 44%

Morningstar’s Analysis LKSMX

Will LKSMX outperform in the future?

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

An inbetweener on size and style.

Analyst Drew Carter

Drew Carter

Analyst

Summary

LKCM Small-Mid Cap Equity’s growth-at-a-reasonable-price approach and somewhat stretched team lack a clear edge.

Rated on Published on

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Portfolio Holdings LKSMX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BrightSpring Health Services Inc

5.53 3M
Healthcare

FTAI Aviation Ltd

3.90 2M
Industrials

Tower Semiconductor Ltd

3.26 2M
Technology

Materion Corp

3.24 2M
Basic Materials

Natera Inc

3.17 1M
Healthcare

FirstCash Holdings Inc

3.03 1M
Financial Services

Invesco Shrt-Trm Inv Gov&Agcy Instl

2.95 1M
Cash and Equivalents

Mercury Systems Inc

2.81 1M
Industrials

NCR Atleos Corp

2.69 1M
Technology

SPX Technologies Inc

2.58 1M
Industrials

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