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LKCM Small-Mid Cap Equity Fund

Morningstar Rating

As of 03/31/2024 (Mid-Cap Growth Category)

Overall

3 Year

5 Year

10 Year

As of 03/31/2024, there were 549 Funds in the Mid-Cap Growth Category for the Overall, 520 Funds for the 3 year period, and 489 Funds for the 5 year period and 393 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-Mid Cap Equity Fund Performance

As of 03/31/2024

YTD1YR3YR5YR10YRSince Inception
LKCM Small-Mid Cap Equity Fund9.79%25.93%5.59%12.47%8.72%8.79%
Russell 2500® Index6.92%21.43%2.97%9.90%8.84%9.82%
Lipper Small Cap Core Funds Index5.76%19.48%4.16%9.71%8.23%9.08%
Morningstar Mid-Cap Growth Category23.04%1.14%10.63%10.12%
Morningstar Percentile Rank31%15%21%82%
Number of Funds in Category549520489393

Investment Objective

The Fund seeks to maximize long-term capital appreciation.

Inception date is 5/2/2011.

Net Expense Ratio: 1.01%* Gross Expense Ratio: 1.75%

Small and mid-capitalization funds typically carry additional risks, since smaller companies generally have a higher risk of failure, and historically, their stocks have experience a greater degree of market volatility than stocks on average.

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

Daniel C. Downes, CFA, CPA

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J. Luther King, Jr., CFA, CIC

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Mason D. King, CFA

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