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Morningstar

LKCM Small-Mid Cap Equity Institutional LKSMX

Morningstar Analyst Rating
Analyst rating as of | See LKCM Investment Hub
  • NAV / 1-Day Return 9.16  /  2.23 %
  • Total Assets 17.1 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 50%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 10:56 PM GMT+00:00

Morningstar’s Analysis LKSMX

Will LKSMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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.

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of LKSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A new manager has begun to make his mark.

Analyst

Summary

| by Jader Dutra

LKCM Small-Mid Cap Equity’s recent leadership changes mean it has more to prove, so it continues to earn Morningstar Analyst Ratings of Neutral across all share classes.

Unlock our full analysis with Morningstar Investor