LKCM Small-Mid Cap Equity FundLKSMX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$41.9M
Expense ratio
1.01%
1-year return
+6.8%
3 years, a year
+10.4%
5 years, a year
+4.7%
Holdings
57
What it aims to do.
The Fund seeks to maximize long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Tower Semiconductor Ltd | 4.41% |
| FTAI Aviation Ltd | 4.06% |
| BTSG BrightSpring Health Services I | 3.75% |
| NATL NCR Atleos Corp | 3.00% |
| Invesco Government & Agency Po | 2.92% |
| BWXT BWX Technologies Inc | 2.90% |
| ENSG Ensign Group Inc/The | 2.83% |
| FCFS FirstCash Holdings Inc | 2.62% |
| NTRA Natera Inc | 2.59% |
| PL Planet Labs PBC | 2.50% |
More on LKSMX.
- LKSMX overview
- LKSMX holdings
- LKSMX risk
- LKSMX costs
- LKSMX money in and out
- LKSMX share classes
- Compare LKSMX 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.