2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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.
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%|
|3 Years (Annualized)||9.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
LKCM Small-Mid Cap Equity Fund has an expense ratio of 1.00 percent.
Risk is Average compared to funds in the same category according to Morningstar.