LKSCX : LKCM Small Capital Equity Fund Class Institutional

LKSCX is a US Stocks Market Small Growth with MODERATE fees.

LKSCX

LKCM Small Capital Equity Fund Class Institutional

FI Score

35 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

35% FI Score
  • lkscx
  • Mutual Fund
  • US Stocks
  • Small Growth

LKCM Small Capital Equity Fund Class Institutional

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks to maximize long-term capital appreciation. 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. The fund primarily invests in companies that the Adviser believes are likely to have above-average growth in revenue and/or earnings, above-average returns on shareholders’ equity, potential for above-average capital appreciation, and/or companies that the Adviser believes have attractive relative valuations.

Largest Holdings

Amount Holding
2.18% Mercury Systems Inc
2.08% Palomar Holdings Inc
2.08% Staar Surgical Co
2.03% Horizon Therapeutics PLC
2.03% NeoGenomics Inc
2.00% Omnicell Inc
1.89% Wingstop Inc
1.79% Kinsale Capital Group Inc
1.76% Freshpet Inc
1.75% Medpace Holdings Inc
1.71% Appian Corp A
1.71% Five9 Inc
1.67% Emergent BioSolutions Inc
1.63% OneSpan Inc
1.60% R1 RCM Inc
1.59% CSW Industrials Inc
1.45% Watts Water Technologies Inc A
1.43% First Industrial Realty Trust Inc
1.41% ACI Worldwide Inc
1.40% Glacier Bancorp Inc
1.38% Rexnord Corp
1.37% Compass Minerals International Inc
1.33% PotlatchDeltic Corp
1.31% Envestnet Inc
1.27% Home BancShares Inc

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