Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | LKSCX Insights | LKSCX Score | LKSCX Performance | LKSCX News | LKSCX Allocation | LKSCX Holdings Change

LKCM Small Cap Equity Instl (LKSCX) Fund Ranking and Research

Ranking, Research and Recommendation of LKCM Small Cap Equity Instl (LKSCX) Fund

    Last Trade: $19.02 on 3/22/2017, Change: -0.05 (-0.26%)

 

Graph of LKCM Small Cap Equity Instl Fund (LKSCX) ManagerFund Manager - J. Luther King, Jr.

Fund Manager Information

Fund Manager Tenure: 22.7 years
Similar Funds: LKSAX 
Fund Family: LKCM
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)
Honorable Mentioning: US News (2011),

 

Graph of LKCM Small Cap Equity Instl Fund (LKSCX) ProfileLKCM Small Cap Equity Instl Fund (LKSCX) Profile

Fund Profile and Description

LKCM Small Cap Equity Instl Fund seeks long-term capital appreciation. LKCM Small Cap Equity Instl Fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in equity securities of small companies which are market capitalizations at the time of investment between $400 million and $2.5 billion. It may purchase additional equity securities of companies with market capitalizations outside of this range, provided that the fund's initial investment in the securities was within this market capitalization range or otherwise exempted.

 

LKCM Small Cap Equity Instl (LKSCX) Fund Strength What we like about LKCM Small Cap Equity Instl (LKSCX) Fund

Data for LKCM Small Cap Equity Instl Fund (LKSCX) as of May 30, 2016

  • LKCM Small Cap Equity Instl Fund (LKSCX) management has been with LKCM Small Cap Equity Instl Fund for 22.7 years
  • LKCM Small Cap Equity Instl Fund (LKSCX) ratio of up-years vs down years is greater than 2
  • LKCM Small Cap Equity Instl Fund (LKSCX) has an annual stock turnover rate of 62.00% vs Small Growth average of 63.11%. It is good that LKCM Small Cap Equity Instl management does not trade extensively for its return.
  • LKCM Small Cap Equity Instl Fund (LKSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.23, lower than category average of 15.82
  • LKCM Small Cap Equity Instl Fund (LKSCX) has a lower expense ratio than its Small Growth average: 0.97% vs 1.31%
  • LKCM Small Cap Equity Instl Fund (LKSCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

LKCM Small Cap Equity Instl Fund (LKSCX) Weakness What we are cautious about LKCM Small Cap Equity Instl (LKSCX) Fund

Data for LKCM Small Cap Equity Instl Fund (LKSCX) as of May 30, 2016

  • LKCM Small Cap Equity Instl Fund (LKSCX) has a less-than-ideal short-term performance (1-year return -10.55% vs -7.74% Small Growth category median performance)
  • LKCM Small Cap Equity Instl Fund (LKSCX) has a less-than-ideal mid-term performance (3-year return 3.38% vs 6.86% Small Growth category median performance)
  • LKCM Small Cap Equity Instl Fund (LKSCX) has a less-than-ideal Long-term performance (5-year return 4.05% vs 7.01% Small Growth category median performance)
  • LKCM Small Cap Equity Instl Fund (LKSCX) has a Morningstar rating of 3 and below
  • LKCM Small Cap Equity Instl Fund (LKSCX) is less safe compared to its Small Growth peers
  • LKCM Small Cap Equity Instl Fund (LKSCX) does not have a good risk adjusted return as its 3-year Alpha of -7.1 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.29
  • Asset base in LKCM Small Cap Equity Instl Fund (LKSCX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See LKCM Small Cap Equity Instl Fund (LKSCX) performance details as of May 30, 2016

 

What do you think?

 

Compare LKCM Small Cap Equity Instl Fund (LKSCX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
LKCM Small Cap Equity Instl-0.81-10.553.384.05
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare LKCM Small Cap Equity Instl Fund (LKSCX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of LKCM Small Cap Equity Instl Fund (LKSCX) Net Asset TrackingLKCM Small Cap Equity Instl (LKSCX) Fund Net Asset

Track net asset change of LKCM Small Cap Equity Instl fund (LKSCX)

DateNet Asset
05/2016$496.84M
03/2016$502.81M
02/2016$511.66M
More historic net asset information on LKCM Small Cap Equity Instl Fund (LKSCX)

  

Graph of LKCM Small Cap Equity Instl Fund (LKSCX) Portfolio TrackingLKCM Small Cap Equity Instl (LKSCX) Fund Portfolio Allocation

Track portfolio allocation change of LKCM Small Cap Equity Instl fund (LKSCX)

DateCashStockBondOther
12/20150%100%0%0%
09/20153.37%96.63%0%0%
06/20151.02%98.98%0%0%
Click here to see more historic asset allocation information on LKCM Small Cap Equity Instl Fund (LKSCX)

 

graph of LKCM Small Cap Equity Instl Fund (LKSCX) Top 10 Position TrackingTop 10 Holdings in LKCM Small Cap Equity Instl (LKSCX) Fund

Discover what LKCM Small Cap Equity Instl Fund (LKSCX) manager is buying

Dec 30, 2015
Euronet Worldwide, Inc. [2.58%]
Sovran Self Storage, Inc. Commo [2.46%]
VWR Corporation [2.31%]
Lithia Motors, Inc. Common Stoc [2.31%]
Take-Two Interactive Software, [2.25%]
Healthcare Services Group, Inc. [2.24%]
Pool Corporation [2.15%]
Cynosure, Inc. [2.14%]
Bank of the Ozarks [2.14%]
Akorn, Inc. [2.11%]

Sep 29, 2015
Euronet Worldwide, Inc. [2.59%]
Lithia Motors, Inc. Common Stoc [2.29%]
Infinera Corporation [2.08%]
Pool Corporation [1.88%]
Monro Muffler Brake, Inc. [1.85%]
Healthcare Services Group, Inc. [1.84%]
Sovran Self Storage, Inc. Commo [1.83%]
Team Health Holdings, Inc. Team [1.83%]
Post Holdings, Inc. Common Stoc [1.79%]
VWR Corporation [1.78%]

Jun 29, 2015
Exact Sciences Corporation [2.18%]
Acadia Healthcare Company, Inc. [2.08%]
Lithia Motors, Inc. Common Stoc [2.04%]
Team Health Holdings, Inc. Team [1.99%]
Infinera Corporation [1.97%]
Euronet Worldwide, Inc. [1.84%]
Akorn, Inc. [1.78%]
CRCAM TOURAINE CCI [1.73%]
ACI Worldwide, Inc. [1.61%]
E.W. Scripps Company (The) Comm [1.6%]
Click here for Stock Holding Change Map in LKCM Small Cap Equity Instl Fund (LKSCX)

  

Latest News on LKCM Small Cap Equity Instl (LKSCX) Fund

See what is happening with LKCM Small Cap Equity Instl Fund (LKSCX)

 

LKCM Small Cap Equity Instl Fund (LKSCX) Related ResourcesSee more information on LKCM Small Cap Equity Instl (LKSCX) Fund

Popular pages on LKCM Small Cap Equity Instl (LKSCX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update