LKCM Small-Mid Cap Equity Fund

Class Inst (LKSMX)
Scorecard
2 / 5 Stars
Lipper
1 1 3 3 5
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.48 percent over the past year, and 9.63 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 0.2%
1 Year 23.5%
3 Years (Annualized) 9.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities of small-mid capitalization companies. Small-mid capitalization companies are those with market capitalizations at the time of investment between $1 billion and $8 billion. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, etc.

Fees

Fees are Low compared to funds in the same category.
LKCM Small-Mid Cap Equity Fund has an expense ratio of 1.00 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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Mid-Cap Growth Funds

Highest Returns (10-year)

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