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    LKCM Small-Mid Cap Equity Institutional (LKSMX)

    12.40 Up 0.20(1.64%) Dec 18
    Prev Close:12.40
    YTD Return*:-3.78%
    Net Assets*:399.03M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for LKSMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AKRX3.8660.28
    ATHL3.6593.36
    TMH2.6923.82
    KEX2.55-9.16
    TDY2.4616.99

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:399.03M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:-3.78%
    5y Avg Return:N/A
    Rank in Category (ytd):99
    % Rank in Category (ytd):13.18%
    Beta (3y):1.14
    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-mid capitalization companies. Small-mid capitalization companies are those with market capitalizations at the time of investment between $1.25 billion and $10 billion. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, etc. View More
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