LKSMX Mutual Fund (LKCM Small-Mid Cap Equity Fund) is managed by LKCM Funds with $44.4M in net assets. LKSMX expense ratio is 1.01%, holding 57 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2011-05-02.

LKSMX performance shows a YTD return of 7.43%. The 1-year return is 12.62% and the 5-year return is 10.22%. LKSMX dividend yield stands at 5.89%, paid annually.

LKSMX top holdings include Tower Semiconductor Ltd. Share (4.4%), Ftai Aviation Ltd (4.1%), Brightspring Health Services Common Stock Usd100.0 (3.8%), Ncr Atleos Corporation (3.0%), Invesco Government & Agency Portfolio, Institutional Class (2.9%). View all LKSMX holdings, sector breakdown, or dividend history.

LKSMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LKSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.