LKSCX Mutual Fund

LKSCX Mutual Fund (LKCM Small Cap Equity Fund Institutional Class) is managed by LKCM Funds with $340.8M in net assets. LKSCX expense ratio is 1.01%, holding 85 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 1994-07-14.

LKSCX performance shows a YTD return of 7.43%. The 1-year return is 13.43% and the 5-year return is 5.95%. LKSCX dividend yield stands at 8.29%, paid annually.

LKSCX top holdings include Morgan Stanley Institutional L Msilf Government Port Inst (3.0%), Invesco Government & Agency Portfolio, Institutional Class (3.0%), Roche Holding Ag- Genusschein (2.8%), Tower Semiconductor Ltd Ordinary Shares (2.6%), Materion Corp (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.