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Lkcm Small Cap Equity Fund Institutional: (MF: LKSCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:48 PM ET

$21.88 USD

+0.23 (1.06%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.75 75
3 months 6.15 57
6 months 9.65 52
1 Year 21.92 28
3 Year 15.14 14
5 Year 6.09 46
10 Year 12.75 16

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 136.96
Bear Market (10/07 - 2/09) -53.34
Bull Market (2/09 - 3/21) 776.19

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.28
5 Year 7.41
10 Year 11.05
Since Inception 10.47

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.89 9.18 7.84 4.44
2024 9.11 -4.74 5.17 5.61
2023 7.33 5.57 -3.39 11.96
2022 -9.37 -17.00 -2.65 6.40
2021 8.86 8.01 -2.69 0.09

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.7513.2815.4522.56-22.1014.5334.7822.71-5.7017.089.27
% Total Return Rel to Index 1.29-4.93-9.57-3.68-3.89-14.1516.37-8.78-1.30-4.71-2.66
% Total Return Rel to Peer -1.905.983.526.48-2.58-4.7815.78-2.725.071.48-6.67
% Perf Quintile vs Peer* 5.001.000.001.004.004.002.004.002.002.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.961.530.540.403.390.840.882.963.622.89
Expense Ratio 0.001.001.001.001.001.001.001.001.001.000.95

* 1 = Top 20%, 5 = Bottom 20%