LKSCX Rating, Research - Lkcm Small Cap Equity Instl

Lkcm Small Cap Equity Instl (lkscx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 12

Threats + Weaknesses = 0

When strengths & opportunities substantially exceed threats & weaknesses an investment in the lkscx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Lkcm Small Cap Equity Instl (LKSCX) Description: LKSCX is a mutual fund, which is an investment that owns a basket of assets. The LKSCX mutual fund was provided by Lkcm and this investment vehicle derives the majority of its value from equity holdings (stocks). Lkcms mutual fund has a long management tenure and is in the large fund size classification. LKSCXs minimum initial investment amount is $10000 while the IRA minimum is $10000. LKSCXs expense ratio is roughly 1%. The latest LKSCXs front end load was 0% and the back end load was 0%. The Lkcm Small Cap Equity Instl (LKSCX) mutual fund falls under the small growth category. LKSCX focuses its investments in USA and LKSCX is not affiliated with a particular industry or fund sector. The Lkcm Small Cap Equity Instl (LKSCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LKSCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LKSCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equities issued by U.S. small-capitalization companies whose market capitalizations within the range of market capitalizations of companies in the Russell 2000 Growth Index. It primarily buys common stock but also can invest in preferred stock and securities convertible into common and preferred stock. The fund may invest in shares of companies through initial public offerings (IPOs).

Management Analysis Update

Performance Analysis Update