• Fund Type: Open-End Fund
  • Objective: Growth Small Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

LKCM Small Cap Equity Fund

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LKSCX:US

27.63 USD 0.08 0.29%

As of 09:29:30 ET on 12/24/2014.

Snapshot for LKCM Small Cap Equity Fund (LKSCX)

Year To Date: -2.47% 3-Month: +5.94% 3-Year: +12.76% 52-Week Range: 23.98 - 28.81
1-Month: +0.91% 1-Year: -2.36% 5-Year: +14.71% Beta vs RTY: 1.02

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  • LKSCX:US 27.63
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Fund Profile & Information for LKSCX

LKCM Small Cap Equity Fund is an open-end fund incorporated in the USA. The Fund's objective is to maximize long-term capital appreciation. The Fund invests in equity securities of smaller companies, with market values at the time of investment of less than $2 billion.

Inception Date: 07-14-1994 Telephone: 1-817-332-3235
Managers: STEVEN R PURVIS / J LUTHER KING JR
Web Site: www.lkcm.com

Fundamentals for LKSCX

NAV (on 2014-12-24) 27.63
Assets (M) (on 2014-12-24) 905.34
Fund Leveraged N
Minimum Investment 2,000.00
Minimum Subsequent Investment 1,000.00

Dividends for LKSCX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2013-12-27) 0.00
Dividend Yield (ttm) 8.41

Fees & Expenses for LKSCX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.75
Redemption Fee 1.00
12b1 Fee 0.00
Expense Ratio 0.95

Top Fund Holdings for LKSCX

Filing Date: 09/30/2014
Name Position Value % of Total
Athlon Energy Inc 466,225 27,148,282 2.994%
Federated Government Obligatio 25,982,894 25,982,894 2.866%
Akorn Inc 662,633 24,033,699 2.651%
Team Health Holdings Inc 379,540 22,009,525 2.428%
Spectranetics Corp/The 608,643 16,171,645 1.784%
Texas Capital Bancshares Inc 269,640 15,552,835 1.715%
Exact Sciences Corp 794,860 15,404,387 1.699%
Euronet Worldwide Inc 316,180 15,110,242 1.667%
MWI Veterinary Supply Inc 101,420 15,050,728 1.660%
DexCom Inc 353,490 14,136,065 1.559%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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