LKCM Small Cap Equity InstlLKSCX

Morningstar Rating

Fund Research and Analysis

by David Kathman, CFA

LKCM Small Cap Equity remains a respectably low-key small-cap fund.

This has never been a fund for thrill seekers, but that has been one of its attractions within the small-cap universe. Although it's in the small-growth category, it only moved there Read more

Kudos

Steady performance over a long period.

Expenses well below the median for a no-load small-cap fund.

Shareholder-friendly culture. Read more

Risks

The fund's generally cautious nature often causes it to lag its category peers in speculative bull markets. Read more

Strategy

Managers Luther King and Steve Purvis look for companies they'd like to own outright. This means that their holdings tend to have a unique niche or product, high returns on capital, and a strong balance Read more

Management

Luther King founded Luther King Capital Management in 1979 and has managed this fund since its 1994 inception. Steve Purvis has comanaged the fund since January 1998, serving as the firm's director of research before that. They are supported by a team Read more

Inside Scoop

This fund has been one of the most consistent performers in the small-blend category. It has kept pace with its peers without going too far above or below the category average, Read more

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