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.
LKCM Small-Mid Cap Equity Institutional LKSMX
- NAV / 1-Day Return 10.15 / −1.07 %
- Total Assets 33.4 Mil
-
Adj. Expense Ratio
- 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 32%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis LKSMX
Will LKSMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Invesco Shrt-Trm Inv Gov&Agcy Instl | 3.00 | 854,361 | Cash and Equivalents |
Broadridge Financial Solutions Inc | 2.60 | 740,906 | Technology |
Axon Enterprise Inc | 2.58 | 736,499 | Industrials |
Builders FirstSource Inc | 2.47 | 703,318 | Industrials |
Q2 Holdings Inc | 2.41 | 686,616 | Technology |
Kadant Inc | 2.34 | 667,979 | Industrials |
Morgan Stanley Instl Lqudty Govt Instl | 2.34 | 666,157 | Cash and Equivalents |
Fleetcor Technologies Inc | 2.17 | 618,351 | Technology |
Watsco Inc Class A | 2.16 | 616,140 | Industrials |
CSW Industrials Inc | 2.15 | 614,556 | Industrials |