As of 12/31/2023 (Mid-Cap Growth Category)
Overall
3 Year
5 Year
10 Year
As of 12/31/2023
YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | |
---|---|---|---|---|---|---|
LKCM Small-Mid Cap Equity Fund | 25.76% | 25.76% | 4.16% | 14.11% | 7.63% | 8.17% |
Russell 2500® Index | 17.42% | 17.42% | 4.24% | 11.67% | 8.36% | 9.44% |
Lipper Small Cap Core Funds Index | 16.15% | 16.15% | 7.33% | 11.30% | 7.76% | 8.78% |
Morningstar Mid-Cap Growth Category | 21.37% | -0.86% | 12.46% | 9.23% | ||
Morningstar Percentile Rank | 19% | 13% | 24% | 84% | – | |
Number of Funds in Category | 553 | 523 | 492 | 395 | – |
The Fund seeks to maximize long-term capital appreciation.