LKCM Small Cap Equity Fund Institutional (LKSCX)
23.48
-0.09
(-0.38%)
USD |
Oct 23 2026
LKSCX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 3.88% |
| Stock | 93.02% |
| Bond | 3.27% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.18% |
Market Capitalization
As of June 30, 2026
| Large | 1.84% |
| Mid | 6.10% |
| Small | 92.06% |
Region Exposure
| Americas | 91.66% |
|---|---|
|
North America
|
89.53% |
| Canada | 1.06% |
| United States | 88.47% |
|
Latin America
|
2.13% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.77% |
|---|---|
| United Kingdom | 0.96% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
3.81% |
| Israel | 3.81% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 3.57% |
|---|
Stock Sector Exposure
| Cyclical |
|
28.89% |
| Materials |
|
5.26% |
| Consumer Discretionary |
|
11.57% |
| Financials |
|
10.93% |
| Real Estate |
|
1.14% |
| Sensitive |
|
49.48% |
| Communication Services |
|
3.11% |
| Energy |
|
7.66% |
| Industrials |
|
24.10% |
| Information Technology |
|
14.60% |
| Defensive |
|
19.77% |
| Consumer Staples |
|
6.36% |
| Health Care |
|
13.41% |
| Utilities |
|
0.00% |
| Not Classified |
|
1.86% |
| Non Classified Equity |
|
1.86% |
As of June 30, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |