MENU
LKSMX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

LKCM Small-Mid Cap Equity Institutional (LKSMX) Ownership - Who owns LKCM Small-Mid Cap Equity Institutional?

The investment seeks to maximize long-term capital appreciation... Show more

Category: #Mid-Cap Growth

Profile

Category
Mid-Cap Growth
Address
Lkcm Funds301 Commerce, Suite 1600Fort Worth
Phone
N/A
Web
www.lkcm.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Growth
Total Expense Ratio
1.01
Min. Initial Investment
2000.00
Fund Existence
almost 14 years
Turnover
32.00
Front Load
N/A
Net Assets
38832268.00
Manager Tenure
N/A

Fundamentals

LKSMX
Net Assets
38.8M
Fund Existence
almost 14 years
Turnover
32.00
Total Expense Ratio
1.01
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.75
Assets in Top Ten Holdings
6.91M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
38.8M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
54.00
Number of Net Holdings
54.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
28.39%
Gain YTD
-2.967
Annual Yield % from dividends
0.00
Returns for 1 year
4.81
Returns for 3 years
9.99
Returns for 5 years
80.52
Returns for 10 years
-12.44
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Lkcm Funds301 Commerce, Suite 1600Fort Worth
Phone
N/A
Web
www.lkcm.com