LKCM Small Capital Equity Fund Class Institutional (LKSCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective 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.


1 month-5.60% 3 years+9.36%
3 months-4.99% 5 years+21.32%
1 year+18.32% Since inception+11.73%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+21.32%+24.46%
Expense ratio0.95%1.44%
Risk 5 year sharpe ratio1.311.28
Net assets$1.1B$872.8M
Average market cap$2.1B$2.8B
Average P/E26.028.0
Portfolio turnover47%47%

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Fund Management and Purchase Info

Fund familyLKCM
Fund manager & tenureJ. King, Jr. / 19 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock95.45%
International stock4.55%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 15.56%
Consumer service 15.38%
Energy 11.40%
Financial service 10.67%
Healthcare 9.43%
Top 10 Holdings
Portfolio weighting
ACXM Acxiom Corporation1.87%
AKRX Akorn, Inc.1.78%
KATE Fifth & Pacific Companies Inc1.74%
HOMB Home BancShares, Inc.1.72%
MWIV MWI Veterinary Supply, Inc.1.71%
TMH Team Health Holdings Inc1.63%
DXCM DexCom, Inc.1.61%
BDC Belden, Inc.1.58%
ININ Interactive Intelligence Group Inc1.56%
BXS BancorpSouth Inc.1.53%

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