| 24.66 Net Asset Value | +1.27% 1 Day | +11.74% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 1.20% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +9.55% | 3 years | +14.73% | |
| 3 months | +4.67% | 5 years | +7.02% | |
| 1 year | +20.59% | Since inception | +9.49% |
| LKSAX | Category | |
|---|---|---|
| Performance 5-yr return | +7.02% | +8.20% |
| Expense ratio | 1.20% | 1.48% |
| Risk 5 year sharpe ratio | 0.38 | 0.39 |
| Net assets | $915.9M | $699.1M |
| Average market cap | $1.7B | $2.1B |
| Average P/E | 22.1 | 22.9 |
| Portfolio turnover | 49% | 49% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | LKCM |
| Fund manager & tenure | J. King, Jr. / 18 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 15.56% |
| Consumer service | 15.38% |
| Energy | 11.40% |
| Financial service | 10.67% |
| Healthcare | 9.43% |
| AZPN Aspen Technology, Inc. | 1.85% |
| FNP Fifth & Pacific Companies Inc | 1.85% |
| MWIV MWI Veterinary Supply, Inc. | 1.80% |
| MIDD Middleby Corporation | 1.67% |
| TMH Team Health Holdings Inc | 1.61% |
| SAH Sonic Automotive Inc | 1.58% |
| BDC Belden, Inc. | 1.58% |
| HXL Hexcel Corporation | 1.56% |
| ININ Interactive Intelligence Group Inc | 1.52% |
| XXIA Ixia | 1.41% |
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