Lkcm Small Mid Cap Fund Quote

LKSMX Fund  USD 11.83  0.13  1.09%   

Performance

Mild

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Lkcm Small-mid is trading at 11.83 as of the 2nd of September 2025; that is 1.09 percent down since the beginning of the trading day. The fund's open price was 11.96. Lkcm Small-mid has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 4th of June 2025 and ending today, the 2nd of September 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its net assets in equity securities of small-mid capitalization companies. Lkcm Small-Mid is traded on NASDAQ Exchange in the United States. More on Lkcm Small Mid Cap

Moving together with Lkcm Mutual Fund

  0.63LKFIX Lkcm Fixed IncomePairCorr
  0.66LKSCX Lkcm Small CapPairCorr

Moving against Lkcm Mutual Fund

  0.43XDSMX Dreyfus StrategicPairCorr

Lkcm Mutual Fund Highlights

Fund ConcentrationLKCM Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, LKCM, Large, Mid-Cap Growth (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Lkcm Small Mid Cap [LKSMX] is traded in USA and was established 2nd of September 2025. Lkcm Small-mid is listed under LKCM category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of LKCM family. This fund now has accumulated 20.09 M in assets with minimum initial investment of 2 K. Lkcm Small Mid is currently producing year-to-date (YTD) return of 2.71%, while the total return for the last 3 years was 12.05%.
Check Lkcm Small-mid Probability Of Bankruptcy

Instrument Allocation

Top Lkcm Small Mid Cap Mutual Fund Constituents

LPLALPL Financial HoldingsStockFinancials
GWREGuidewire SoftwareStockInformation Technology
BLDRBuilders FirstSourceStockIndustrials
LGNDLigand Pharmaceuticals IncorporatedStockHealth Care
WINGWingstopStockConsumer Discretionary
FICOFair IsaacStockInformation Technology
TREXTrex CompanyStockIndustrials
FIVNFive9 IncStockInformation Technology
More Details

Lkcm Small Mid Risk Profiles

Lkcm Small-mid Against Markets

Other Information on Investing in Lkcm Mutual Fund

Lkcm Small-mid financial ratios help investors to determine whether Lkcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lkcm with respect to the benefits of owning Lkcm Small-mid security.
Equity Valuation
Check real value of public entities based on technical and fundamental data
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio