Nasdaq - Delayed Quote USD
LKCM Small-Mid Cap Equity Institutional (LKSMX)
11.61
+0.12
+(1.04%)
At close: 8:01:27 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 small-mid capitalization companies. The fund 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 | 33.99% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -0.17% |
| 5y Average Return | 14.98% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LKSMX | Category Average | LKSMX | Category Average | LKSMX | Category Average | |
| Alpha | -3.59 | 0.01 | -1.82 | 0.01 | -3.84 | -0.02 |
| BETA | 1.08 | 0.01 | 1.03 | 0.01 | 1.11 | 0.01 |
| Mean Annual Return | 0.83 | 0.02 | 1.2 | 0.02 | 0.85 | 0.01 |
| R-squared | 73.36 | 0.82 | 69.57 | 0.79 | 76.45 | 0.8 |
| Standard Deviation | 20.56 | 0.23 | 19.88 | 0.19 | 19.46 | 0.17 |
| Sharpe Ratio | 0.26 | 0.01 | 0.58 | 0.01 | 0.42 | 0.01 |
| Treynor Ratio | 3.22 | 0.18 | 10.11 | 0.17 | 5.96 | 0.12 |
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