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LKCM Small-Mid Cap Equity Institutional (LKSMX)

12.37 Up 0.09(0.73%) Oct 30
Prev Close:12.37
YTD Return*:-6.71%
Net Assets*:379.68M
Yield*:N/A

* As of 30-Sep-14

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

Headlines

  • No Headlines available for LKSMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AKRX3.8641.67
ATHL3.6592.46
TMH2.6925.14
KEX2.5513.96
TDY2.460.67

Fund Basics

Morningstar Overall Rating:
Total Assets:379.68M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:-6.71%
5y Avg Return:N/A
Rank in Category (ytd):99
% Rank in Category (ytd):12.99%
Beta (3y):1.19
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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