LKSMX Mutual Fund

LKSMX Mutual Fund (LKCM Small-Mid Cap Equity Fund) is managed by LKCM Funds with $41.1M in net assets. LKSMX expense ratio is 1.01%, holding 64 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2011-05-02.

LKSMX performance shows a YTD return of 2.36%. The 1-year return is 4.08% and the 5-year return is 4.47%. LKSMX dividend yield stands at 6.18%, paid annually.

LKSMX top holdings include Brightspring Health (5.5%), FTAI Aviation Ltd (3.9%), Tower Semiconductor Ltd Ordinary Shares (3.3%), Materion Corp (3.2%), Natera Inc (3.2%). 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.