LKSCX Mutual Fund
LKSCX Mutual Fund
NAV$24.44
AUM$371M
TER1.01%
Holdings78
See how much of LKSCX you already own
LKSCX Mutual Fund
NAV$24.44
LKCM Small Cap Equity Fund Institutional Class
AUM$371M
TER1.01%
Holdings78
See how much of LKSCX you already own
LKSCX Mutual Fund Overlap Analysis
LKSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LKSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, LKSCX may share significant positions with broad-market funds.
LKSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LKSCX tax-loss harvesting finds highly correlated but non-identical funds.