LKCM Small Cap Equity Fund Institutional (LKSCX)
22.90
+0.06
(+0.26%)
USD |
Feb 20 2026
LKSCX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.04% |
| Stock | 98.61% |
| Bond | 0.54% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.18% |
Market Capitalization
As of December 31, 2025
| Large | 1.45% |
| Mid | 5.80% |
| Small | 92.75% |
Region Exposure
| Americas | 95.02% |
|---|---|
|
North America
|
94.39% |
| Canada | 2.05% |
| United States | 92.34% |
|
Latin America
|
0.63% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.14% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
4.14% |
| Israel | 4.14% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.84% |
|---|
Stock Sector Exposure
| Cyclical |
|
28.91% |
| Materials |
|
3.80% |
| Consumer Discretionary |
|
7.88% |
| Financials |
|
15.18% |
| Real Estate |
|
2.05% |
| Sensitive |
|
46.11% |
| Communication Services |
|
2.91% |
| Energy |
|
4.09% |
| Industrials |
|
20.48% |
| Information Technology |
|
18.63% |
| Defensive |
|
22.53% |
| Consumer Staples |
|
5.17% |
| Health Care |
|
17.36% |
| Utilities |
|
0.00% |
| Not Classified |
|
2.45% |
| Non Classified Equity |
|
0.87% |
| Not Classified - Non Equity |
|
1.57% |
As of December 31, 2025
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 | -- |