LKCM Small Cap Equity Instl (LKSCX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for LKSCX at this time.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.95%|
Performance & Risk
|5y Avg Return:||24.20%|
|Rank in Category (ytd):||80|
|% Rank in Category (ytd):||10.84%|
|Morningstar Risk Rating:||3|
The investment seeks to maximize long-term capital appreciation.
The fund normally invests at least 80% of net assets in equity securities of small companies. Smaller companies are those with market capitalizations at the time of investment between $400 million and $3 billion. It invests in the equity securities of high quality companies that typically exhibit certain qualities, including high profitability levels, strong balance sheet quality, competitive advantages, and ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, and/or attractive relative valuation. View More