LKSMX Mutual Fund

LKSMX Mutual Fund (LKCM Small-Mid Cap Equity Fund) is managed by LKCM Funds with $45.0M in net assets. LKSMX expense ratio is 1.01%, holding 57 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2011-05-02.

LKSMX performance shows a YTD return of 2.71%. The 1-year return is 7.30% and the 5-year return is 4.92%. LKSMX dividend yield stands at 6.16%, paid annually.

LKSMX top holdings include Tower Semiconductor Ltd. Share (4.4%), Ftai Aviation Ltd (4.1%), Brightspring Health (3.8%), Ncr Atleos Corp. (3.0%), Invesco Government & Agency Portfolio, Institutional Class (2.9%). Go to all LKSMX holdings, LKSMX sectors, or LKSMX dividends.

LKSMX can be compared against other funds. Use LKSMX overlap to find shared positions, or LKSMX vs another fund for a side-by-side view. LKSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.