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LKCM Small Cap Equity Instl (LKSCX)
19.54
+0.27
+(1.40%)
As of 8:09:18 AM EDT. Market Open.
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19.27 - YTD Return -10.03%
- Expense Ratio 1.01%
- Category Small Growth
- Last Cap Gain 31.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 259.03M
- Beta (5Y Monthly) 1.08
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 29.00%
- Last Dividend 0.01
- Inception Date Jul 14, 1994
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of smaller companies. It primarily chooses investments that the adviser believes are likely to have above-average growth in revenue and/or earnings and potential for above-average capital appreciation.
LKCM
Fund Family
Small Growth
Fund Category
259.03M
Net Assets
1994-07-14
Inception Date
Performance Overview: LKSCX
View MoreTrailing returns as of 5/6/2025. Category is Small Growth.
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Holdings: LKSCX
View MoreTop 10 Holdings (21.18% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorLKSCX
Industrials 18.79%
Financial Services 17.29%
Technology 16.87%
Healthcare 14.61%
Consumer Cyclical 7.80%
Consumer Defensive 7.67%
Energy 5.94%
Communication Services 4.27%
Basic Materials 4.25%
Real Estate 2.49%
Utilities 0.00%
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