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LKCM Small-Mid Cap Equity Fund

LKSMX:US
NASDAQ GM
11.11
USD
0.02
0.18%
As of 10/13/2017
Fund Type
Open-End Fund
52Wk Range
8.79 - 11.13
1 Yr Return
20.71%
YTD Return
16.21%
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Previous Close
11.13
52Wk Range
8.79 - 11.13
1 Yr Return
20.60%
YTD Return
16.21%
Fund Type
Open-End Fund
Objective
Foreign Growth
Asset Class Focus
Equity
Geographic Focus
Global
NAV (on 10/13/2017)
11.11
Total Assets (m USD) (on 10/13/2017)
19.215
Inception Date
05/02/2011
Last Dividend (on 12/29/2016)
1.72751
Dividend Indicated Gross Yield
-
Fund Managers
STEVEN R PURVIS / J LUTHER KING JR
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
1.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.75%
Expense Ratio
1.00%

Top Fund Holdings

Name Position Value % of Fund
8.42 k 631.58 k 3.09
8.57 k 626.40 k 3.06
4.14 k 621.50 k 3.04
10.65 k 620.90 k 3.04
16.92 k 603.36 k 2.95
592.68 k 592.68 k 2.90
4.96 k 583.15 k 2.85
7.88 k 578.23 k 2.83
4.84 k 498.47 k 2.44
2.78 k 487.82 k 2.38
Profile
LKCM Small-Mid Cap Equity Fund is an open-end fund incorporated in the USA. The fund seeks to maximize long-term capital appreciation. The Fund invest at least 80% of its net assets in equity securities of small-mid capitalization companies.
Address
Luther King Capital Management
301 Commerce Street, Suite 1600
Fort Worth, TX 76102
USA
Phone
1-817-332-3235