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 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.
Market Cap
The average market capitalization across the LKCM Small-Mid Cap Equity Institutional MF is 15.33B. The market cap for tickers in the group ranges from 3.1B to 29.88B. AXON holds the highest valuation in this group at 29.88B. The lowest valued company is QTWO at 3.1B.
Volume
The average weekly volume growth across all stocks in the LKCM Small-Mid Cap Equity Institutional MF was 46%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 47
Price Growth Rating: 29
SMR Rating: 51
Profit Risk Rating: 19
Seasonality Score: 35 (-100 ... +100)