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LKCM Small Cap Equity Fund

Morningstar Rating

As of 03/31/2024 (Small Growth Category)


3 Year

5 Year

10 Year

As of 03/31/2024, there were 585 Funds in the Small Growth Category for the Overall, 552 Funds for the 3 year period, 520 Funds for the 5 year period, and 400 Funds for the 10 year period. Overall Morningstar Ratings are derived from a weighted average of the fund’s three- and ten-year (if applicable) risk adjusted returns measure.

LKCM Small Cap Equity Fund Performance

As of 03/31/2024

YTD1YR3YR5YR10YR15YRSince Inception
LKCM Small Cap Equity Fund9.11%24.61%3.09%11.42%8.23%13.31%10.46%
Russell 2000® Index5.18%19.71%-0.01%8.10%7.58%12.89%9.00%
Lipper Small Cap Core Funds Index5.76%19.48%4.16%9.71%8.23%13.26%9.81%
Morningstar Small Growth Category18.05%-1.95%9.06%8.83%13.80%N/A
Morningstar Percentile Rank16%16%22%63%N/AN/A
Number of Funds in Category585552520400N/AN/A

Investment Objective

The Fund seeks to maximize long-term capital appreciation.

Inception date is 7/14/1994. All periods over one year are annualized.
Net Expense Ratio: 1.01%* Gross Expense Ratio: 1.08%

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Fund performance current to the most recent month-end may be lower or higher than the performance quoted and can be obtained by calling 1-800-688-LKCM. The fund imposes a 1.00% redemption fee on shares held less than 30 days, and if reflected, the fee would reduce the performance shown.

Portfolio Managers

Mason D. King, CFA

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J. Luther King, Jr., CFA, CIC

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Mark L. Johnson, CFA, CIC

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