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 10.94 / +1.11 %
- Total Assets 36.3 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 0.00
- Turnover 32%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 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 24.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Q2 Holdings Inc | 3.40 | 1.1 Mil | Technology |
Enovis Corp | 3.08 | 1.0 Mil | Industrials |
Invesco Shrt-Trm Inv Gov&Agcy Instl | 2.99 | 985,461 | Cash and Equivalents |
Murphy USA Inc | 2.53 | 833,292 | Consumer Cyclical |
Palomar Holdings Inc | 2.42 | 795,189 | Financial Services |
Tower Semiconductor Ltd | 2.34 | 769,690 | Technology |
Altair Engineering Inc Class A | 2.25 | 741,681 | Technology |
Permian Resources Corp Class A | 2.24 | 738,233 | Energy |
CSW Industrials Inc | 2.20 | 723,766 | Industrials |
Ensign Group Inc | 2.19 | 721,484 | Healthcare |