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LKSMX LKCM Small-Mid Cap Equity Institutional Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

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 10%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -8%

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: 30
SMR Rating: 51
Profit Risk Rating: 19
Seasonality Score: 34 (-100 ... +100)
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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
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LKSMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LKSMX has been closely correlated with FSMAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if LKSMX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LKSMX
1D Price
Change %
LKSMX100%
+0.18%
FSMAX - LKSMX
93%
Closely correlated
-0.04%
TRQZX - LKSMX
83%
Closely correlated
-0.20%
RPTIX - LKSMX
83%
Closely correlated
-0.21%
RPMGX - LKSMX
81%
Closely correlated
-0.20%
PAMCX - LKSMX
81%
Closely correlated
-0.20%
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