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LKCM Small Cap Equity Instl (LKSCX)

27.14 Up 0.23(0.85%) Apr 17
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Prev Close:26.91
YTD Return*:-1.34%
Net Assets*:1.06B
Yield*:0.01%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for LKSCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
ACXM1.87-4.98
AKRX1.78-10.15
KATE1.7415.62
HOMB1.72-4.56
MWIV1.71-7.05

Fund Basics

Morningstar Overall Rating:
Total Assets:1.06B
Category:Small Growth
Annual Report Expense Ratio (net):0.95%

Performance & Risk

YTD Return:-1.34%
5y Avg Return:24.20%
Rank in Category (ytd):80
% Rank in Category (ytd):10.84%
Beta (3y):1.21
Morningstar Risk Rating:3

Fund Summary

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
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