LKCM Small Cap Equity Advisor
301 Commerce Suite 1600 Fort Worth TX 76102
Phone: 800-688-5526
| Category: |
Small Growth |
| Fund Family: |
LKCM |
| Net Assets: |
35.58M |
| Year-to-Date Return: |
-3.28% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
05-Jun-03 |
|
J. Luther King Jr.
Lead Manager since
14-Jul-94 |
|
| King is founder of Luther King Capital Management and has served as its president, principal and portfolio manager since the company began operations in February 1979. King has earned the designations of Chartered Financial Analyst. |
| Min Initial Investment: |
$10,000 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$10,000 |
| Min Subsequent Investment: |
$1,000 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in equity securities of small companies which market capitalizations at the time of investment between $400 million and $2.5 billion. It may purchase additional equity securities of companies with market capitalizations outside of this range, provided that the fund's initial investment in the securities was within this market capitalization range or otherwise exempted. |
| Last Dividend
|
N/A |
| Last Cap Gain
(30-Dec-08):
|
0.01 |
| Annual Holdings Turnover
|
61.00% |
| Average for Category:
|
131.92% |
|
| Expense |
LKSAX |
Category
Avg |
| Total Expense Ratio: |
1.23%
|
1.60% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
%
|
5.41% |
| Max Deferred Sales Load: |
%
|
2.67% |
| 3 Yr Expense Projection*: |
$390 |
$690 |
| 5 Yr Expense Projection*: |
$675 |
$1,094 |
| 10 Yr Expense Projection*: |
$1,487 |
$2,198 |
|
|
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