LKCM Small Cap Equity FundLKSCX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$325.6M
Expense ratio
1.01%
1-year return
+20.5%
3 years, a year
+13.5%
5 years, a year
+5.2%
Holdings
78
What it aims to do.
The Fund seeks to maximize long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| LITE Lumentum Holdings Inc | 3.22% |
| Invesco Government & Agency Po | 2.94% |
| CIEN Ciena Corp | 2.63% |
| Tower Semiconductor Ltd | 2.58% |
| PL Planet Labs PBC | 2.21% |
| MSILF Government Portfolio | 2.14% |
| CECO CECO Environmental Corp | 2.03% |
| ROG Rogers Corp | 2.03% |
| MTRN Materion Corp | 1.88% |
| ENSG Ensign Group Inc/The | 1.87% |
More on LKSCX.
- LKSCX overview
- LKSCX holdings
- LKSCX risk
- LKSCX costs
- LKSCX money in and out
- LKSCX share classes
- Compare LKSCX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.