Morningstar

LKCM Small Capital Equity Fund Class Institutional LKSCX

Morningstar Medalist Rating
Medalist Rating as of | See LKCM Investment Hub
  • NAV / 1-Day Return 23.40  /  +1.43 %
  • Total Assets 347.6M
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.01%
  • Turnover 40%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 AM GMT+0

Morningstar’s Analysis LKSCX

Will LKSCX outperform in the 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 LKSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LKSCX 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 LKSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LKCM Small Cap Equity Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LKSCX

More LKSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Instl Lqudty Govt Instl

2.97 11M
Cash and Equivalents

Invesco Shrt-Trm Inv Gov&Agcy Instl

2.97 11M
Cash and Equivalents

Rogers Corp

2.77 10M
Technology

Tower Semiconductor Ltd

2.60 9M
Technology

Materion Corp

2.22 8M
Basic Materials

The Vita Coco Co Inc

2.21 8M
Consumer Defensive

Lumentum Holdings Inc

2.13 8M
Technology

Ciena Corp

2.12 8M
Technology

Mercury Systems Inc

2.04 7M
Industrials

CECO Environmental Corp

2.01 7M
Industrials

Sponsor Center