Lkcm Small Mid Cap Fund Quote
| LKSMX Fund | USD 12.29 0.15 1.24% |
Performance18 of 100
| Odds Of DistressLess than 15
|
Lkcm Small-mid is trading at 12.29 as of the 24th of November 2024; that is 1.24 percent up since the beginning of the trading day. The fund's open price was 12.14. Lkcm Small-mid has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Lkcm Small Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. 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
| 0.92 | AQEIX | Lkcm Aquinas Catholic | PairCorr |
| 0.92 | LKBAX | Lkcm Balanced | PairCorr |
| 0.93 | LKEQX | Lkcm Equity Fund | PairCorr |
| 0.98 | LKSCX | Lkcm Small Cap | PairCorr |
Moving against 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 September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Lkcm Small Mid Cap [LKSMX] is traded in USA and was established 24th of November 2024. Lkcm Small-mid 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 18.26%, while the total return for the last 3 years was 3.76%.
Check Lkcm Small-mid 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
| MRCY | Mercury Systems | Stock | Industrials | |
| COUP | Coupa Software | Stock | Information Technology | |
| RAMP | Liveramp Holdings | Stock | Information Technology | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| ZION | Zions Bancorporation | Stock | Financials | |
| UPWK | Upwork Inc | Stock | Industrials | |
| HQY | HealthEquity | Stock | Health Care | |
| MSCI | MSCI Inc | Stock | Financials |
Lkcm Small Mid Risk Profiles
| Mean Deviation | 0.7468 | |||
| Semi Deviation | 0.6599 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.02 |
Lkcm Small-mid Against Markets
Other Information on Investing in Lkcm Mutual Fund
Lkcm Small-mid 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-mid security.
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