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LKCM Small Cap Equity Instl (LKSCX)

18.98
+0.15
+(0.80%)
At close: 8:04:21 PM EDT

Fund Summary

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 Small Cap Equity Instl

Fort Worth TX 76102
301 Commerce, Suite 1600

Fund Overview

Category Small Growth
Fund Family LKCM
Net Assets 267.89M
YTD Return -7.89%
Yield 0.00%
Morningstar Rating
Inception Date Jul 14, 1994

Fund Operations

Last Dividend 0.01
Last Cap Gain 31.00
Holdings Turnover 29.00%
Average for Category --

Fees & Expenses

Expense LKSCX Category Average
Annual Report Expense Ratio (net) 1.01% 1.21%
Prospectus Net Expense Ratio 1.01% --
Prospectus Gross Expense Ratio 1.08% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

J. Luther King, Lead Manager since July 14, 1994
J. Luther King, Jr., is President and founder of Luther King Capital Management which is a registered investment advisory firm located in Fort Worth, Texas. He attended Fort Worth public schools and graduated from Poly High School. He received the B.S.C. (l962) and the M.B.A. (1966) degrees from Texas Christian University. In 1968, he received an honorable discharge from the U.S. Air Force Reserve. His professional career began at First National Bank of Fort Worth as a credit analyst in 1963. In 1970, he became a senior investment officer managing mutual fund assets for Shareholders Management Company which became a part of American General Insurance Company. In 1973, he joined Lionel D. Edie & Company, a New York-based investment firm, where he was a Director and Manager of the Dallas office. Lionel D. Edie sold to Manufacturers Hanover Trust in December of 1978. In March 1979, Luther King founded Luther King Capital Management. Luther King is a Chartered Financial Analyst. He has held positions on several publicly traded companies, one of which was XTO Energy, a New York Stock Exchange listed company, located in Fort Worth where he was a director for twelve years which included serving as Chairman of the Audit Committee. He is past Chairman of the Board of the Investment Counsel Association of America. He is a member of the Investment Advisory Committee for the Trustees of the Investment Advisory Committee for the Employees Retirement System of Texas and has served as the Committee Chairman. He has served as Vice Chairman of the Board to the University of Texas Investment Management Company, which has responsibilities for the endowment of the University of Texas, and a portion of the endowment for Texas A&M University. He is a Trustee and a member of the Executive Committee of Texas Christian University and, in 1992, received the Distinguished Alumnus Award. He currently serves as Chairman of the Board of Trustees of Texas Christian University. Additionally, he serves on the boards of several privately held companies and philanthropic organizations and is a former Trustee of St. Mark’s School of Texas.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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