Morningstar

LKCM Small-Mid Cap Equity Institutional LKSMX

Morningstar Medalist Rating
Medalist Rating as of | See LKCM Investment Hub
  • NAV / 1-Day Return 10.87  /  +0.37 %
  • Total Assets 36.0 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 32%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 PM GMT+0

Morningstar’s Analysis LKSMX

Will LKSMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LKSMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LKSMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LKSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A new manager settles in.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

LKCM Small-Mid Cap Equity’s relatively new manager needs to prove himself, and the process he uses is reasonable but isn’t unique. The strategy earns Average People and Process ratings.

by Sachin Nagarajan
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LKSMX

More LKSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Q2 Holdings Inc

3.40 1.1 Mil
Technology

Enovis Corp

3.08 1.0 Mil
Industrials

Invesco Shrt-Trm Inv Gov&Agcy Instl

2.99 985,461
Cash and Equivalents

Murphy USA Inc

2.53 833,292
Consumer Cyclical

Palomar Holdings Inc

2.42 795,189
Financial Services

Tower Semiconductor Ltd

2.34 769,690
Technology

Altair Engineering Inc Class A

2.25 741,681
Technology

Permian Resources Corp Class A

2.24 738,233
Energy

CSW Industrials Inc

2.20 723,766
Industrials

Ensign Group Inc

2.19 721,484
Healthcare

Sponsor Center