Lkcm Small Mid Cap Fund Minimum Initial Investment
| LKSMX Fund | USD 12.29 0.07 0.57% |
Lkcm Small Mid Cap fundamentals help investors to digest information that contributes to Lkcm Small-mid's financial success or failures. It also enables traders to predict the movement of Lkcm Mutual Fund. The fundamental analysis module provides a way to measure Lkcm Small-mid's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Lkcm Small-mid mutual fund.
Lkcm |
Lkcm Small Mid Cap Mutual Fund Minimum Initial Investment Analysis
Lkcm Small-mid's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Lkcm Small-mid Minimum Initial Investment | 2 K |
Most of Lkcm Small-mid's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Lkcm Small Mid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Based on the recorded statements, Lkcm Small Mid Cap has a Minimum Initial Investment of 2 K. This is much higher than that of the LKCM family and significantly higher than that of the Mid-Cap Growth category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Did you try this?
Run Watchlist Optimization Now
Watchlist OptimizationOptimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |
| All Next | Launch Module |
Fund Asset Allocation for Lkcm Small-mid
The fund consists of 95.93% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Lkcm Small-mid's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Lkcm Fundamentals
| Price To Earning | 26.68 X | |||
| Price To Book | 3.03 X | |||
| Price To Sales | 2.04 X | |||
| Year To Date Return | 24.02 % | |||
| One Year Return | 37.78 % | |||
| Three Year Return | 6.08 % | |||
| Five Year Return | 13.73 % | |||
| Net Asset | 20.09 M | |||
| Minimum Initial Investment | 2 K | |||
| Cash Position Weight | 4.06 % | |||
| Equity Positions Weight | 95.93 % |
About Lkcm Small-mid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Lkcm Small Mid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Lkcm Small-mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Lkcm Small Mid Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |