Lkcm Small Mid Cap Fund Quote
| LKSMX Fund | USD 11.69 0.04 0.34% |
PerformanceSolid
| Odds Of DistressLow
|
Lkcm Small is trading at 11.69 as of the 19th of July 2025; that is 0.34 percent down since the beginning of the trading day. The fund's open price was 11.73. Lkcm Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its net assets 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 andor earnings and potential for above-average capital appreciation.. More on Lkcm Small Mid Cap
Moving together with Lkcm Mutual Fund
Lkcm Mutual Fund Highlights
| Fund Concentration | LKCM Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, LKCM, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lkcm Small Mid Cap [LKSMX] is traded in USA and was established 19th of July 2025. Lkcm Small is listed under LKCM category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of LKCM family. This fund now has accumulated 20.09 M in assets with minimum initial investment of 2 K. Lkcm Small Mid is currently producing year-to-date (YTD) return of 0.44%, while the total return for the last 3 years was 12.86%.
Check Lkcm Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lkcm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lkcm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lkcm Small Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lkcm Small Mid Cap Mutual Fund Constituents
| TREX | Trex Company | Stock | Industrials | |
| FMC | FMC Corporation | Stock | Materials | |
| POOL | Pool Corporation | Stock | Consumer Discretionary | |
| MTDR | Matador Resources | Stock | Energy | |
| TDOC | Teladoc | Stock | Health Care | |
| TRMB | Trimble | Stock | Information Technology | |
| ZION | Zions Bancorporation | Stock | Financials | |
| NXST | Nexstar Broadcasting Group | Stock | Communication Services |
Lkcm Small Mid Risk Profiles
| Mean Deviation | 0.7251 | |||
| Semi Deviation | 0.7896 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.0 |
Lkcm Small Against Markets
Other Information on Investing in Lkcm Mutual Fund
Lkcm Small financial ratios help investors to determine whether Lkcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lkcm with respect to the benefits of owning Lkcm Small security.
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