LKCM Small-Mid Cap Equity's new leadership constitutes a fresh start for the strategy, which earns a Morningstar Analyst Rating of Neutral.
Will LKSMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LKSMX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LKSMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LKSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.