Nasdaq - Delayed Quote USD
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.11% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 22 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -10.46% |
| 5y Average Return | 14.12% |
| Rank in Category (ytd) | 20 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LKSCX | Category Average | LKSCX | Category Average | LKSCX | Category Average | |
| Alpha | -4.69 | -0.02 | -1.31 | 0.01 | -5.27 | -0.02 |
| BETA | 1.09 | 0.01 | 1.1 | 0.01 | 1.17 | 0.01 |
| Mean Annual Return | 0.5 | 0.02 | 1.57 | 0.02 | 0.8 | 0.01 |
| R-squared | 76.89 | 0.78 | 70.02 | 0.73 | 73.49 | 0.73 |
| Standard Deviation | 21.41 | 0.26 | 22.12 | 0.21 | 21.02 | 0.19 |
| Sharpe Ratio | 0.07 | 0.01 | 0.72 | 0.01 | 0.37 | 0.01 |
| Treynor Ratio | -0.7 | 0.15 | 13.64 | 0.17 | 4.88 | 0.11 |
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