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LKCM Small Cap Equity Advisor (LKSAX)

On Feb 9: 15.27 USD  Up 0.22 (1.46%)  
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LKCM SMALL CAP EQUITY FUND ADVI Delayed quote dataEdit
Net Asset Value: 15.27
Trade Time: Feb 9
Change: Up 0.22 (1.46%)
Prev Close: 15.27
YTD Return*: -3.28%
Net Assets*: 35.58M
Yield*: N/A
* As of 31-Jan-10
LKCM Small Cap Equity Advisor (LKSAX)
3m  6m  1y  2y  5y  max 
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 35.58M
Category: Small Growth
Total Expense Ratio: 1.23%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -3.28%
5y Avg Return: 0.53%
Rank in Category (ytd): 137
% Rank in Category (ytd): 16.98%
Beta (3y): 1.11
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
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.
Fund Profile


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