LKSCX Mutual Fund

LKSCX Mutual Fund (LKCM Small Cap Equity Fund Institutional Class) is managed by LKCM Funds with $355.9M in net assets. LKSCX expense ratio is 1.01%, holding 78 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1994-07-14.

LKSCX performance shows a YTD return of 6.03%. The 1-year return is 17.25% and the 5-year return is 6.20%. LKSCX dividend yield stands at 8.40%, paid annually.

LKSCX top holdings include Lumentum Holdings Inc (3.2%), Invesco Government & Agency Portfolio, Institutional Class (2.9%), Ciena Corp (2.6%), Tower Semiconductor Ltd Ordinary Shares (2.6%), PLANET LABS PBC (2.2%). Go to all LKSCX holdings, LKSCX sectors, or LKSCX dividends.

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