LKCM Small Capital Equity Fund Class Institutional
LKSCX
NASDAQ
| Weiss Ratings | LKSCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | LKSCX-NASDAQ | Click to Compare |
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| Provider | LKCM | |||
| Manager/Tenure (Years) | J. Luther King (31), Mason D. King (8), Mark L. Johnson (4) | |||
| Website | http://www.lkcm.com | |||
| Fund Information | LKSCX-NASDAQ | Click to Compare |
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| Fund Name | LKCM Small Capital Equity Fund Class Institutional | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Jul 14, 1994 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 500.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LKSCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | LKSCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.55% | |||
| Asset Allocation | LKSCX-NASDAQ | Click to Compare |
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| Cash | 3.08% | |||
| Stock | 96.92% | |||
| U.S. Stock | 91.17% | |||
| Non-U.S. Stock | 5.75% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | LKSCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.85% | |||
| 30-Day Total Return | 3.58% | |||
| 60-Day Total Return | 2.36% | |||
| 90-Day Total Return | 3.40% | |||
| Year to Date Total Return | 11.22% | |||
| 1-Year Total Return | 4.74% | |||
| 2-Year Total Return | 37.33% | |||
| 3-Year Total Return | 47.34% | |||
| 5-Year Total Return | 55.07% | |||
| Price | LKSCX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LKSCX-NASDAQ | Click to Compare |
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| Nav | $23.39 | |||
| 1-Month Low NAV | $21.77 | |||
| 1-Month High NAV | $23.51 | |||
| 52-Week Low NAV | $17.03 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $23.98 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | LKSCX-NASDAQ | Click to Compare |
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| Beta | 1.20 | |||
| Standard Deviation | 18.31 | |||
| Balance Sheet | LKSCX-NASDAQ | Click to Compare |
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| Total Assets | 319.22M | |||
| Operating Ratios | LKSCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.01% | |||
| Turnover Ratio | 29.00% | |||
| Performance | LKSCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.55% | |||
| Last Bear Market Total Return | -17.00% | |||