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LKSCX LKCM Small Cap Equity Instl Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Nutanix (NASDAQ:NTNX).

Industry description

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 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.

Market Cap

The average market capitalization across the LKCM Small Cap Equity Instl MF is 6.77B. The market cap for tickers in the group ranges from 1.73B to 15.23B. NTNX holds the highest valuation in this group at 15.23B. The lowest valued company is GSHD at 1.73B.

Volume

The average weekly volume growth across all stocks in the LKCM Small Cap Equity Instl MF was -11%. For the same stocks of the MF, the average monthly volume growth was 41% and the average quarterly volume growth was 37%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 70
P/E Growth Rating: 65
Price Growth Rating: 44
SMR Rating: 56
Profit Risk Rating: 53
Seasonality Score: -1 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Lkcm Funds301 Commerce, Suite 1600Fort Worth
Phone
N/A
Web
www.lkcm.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RTSGX7.420.16
+2.20%
Transamerica Small Cap Growth R6
PSPIX29.680.49
+1.68%
Principal SmallCap S&P 600 Index R6
SAGCX53.540.82
+1.56%
ClearBridge Growth C
HLCTX11.540.07
+0.61%
Harding Loevner Intl Carb Trans Eq Inst
EMRCX11.84-0.01
-0.08%
VanEck Emerging Markets C

LKSCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LKSCX has been closely correlated with WCMNX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if LKSCX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LKSCX
1D Price
Change %
LKSCX100%
+2.04%
WCMNX - LKSCX
96%
Closely correlated
+1.88%
WCMLX - LKSCX
96%
Closely correlated
+1.85%
VEXPX - LKSCX
94%
Closely correlated
+1.49%
VEXRX - LKSCX
94%
Closely correlated
+1.49%
NRGEX - LKSCX
93%
Closely correlated
N/A
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