Nasdaq - Delayed Quote USD
LKCM Small Cap Equity Instl (LKSCX)
18.98
+0.15
+(0.80%)
At close: 8:04:21 PM EDT
Investment Information
- Min Initial Investment
- 2,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 20
- Min Subsequent Investment
- 2,000
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Ausdal Financial Partners Inc
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- UBS Financial Services Inc
- Protected Investors of America
- E TRADE Financial
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- DATALynx
- Ameriprise Brokerage
- Federated TrustConnect
- Federated TrustConnect NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Ameriprise SPS Advantage
- SunAmerica Securities Premier / Pinnacle
- ETrade No Load Fee
- SunGard Transaction Network
- Raymond James
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- Robert W. Baird & Co.
- JPMorgan INVEST
- WFA MF Advisory Updated 4.1.25
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- ING Financial Ptnrs PAM and PRIME Approv
- Firstrade
- Scottrade TF
- Scottrade NTF
- Standard Retirement Services, Inc.
- Thrivent – Advisory Eligible
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Met Life Resources MFSP Alliance List
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 6.1.23
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- ING Financial Partners Inc.
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- Merrill Edge
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
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.
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 |
Performance & Risk
| YTD Return | -10.32% |
| 5y Average Return | 15.32% |
| Rank in Category (ytd) | 20 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
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