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LKSCX
Mutual Fund ticker: NASDAQ
AS OF
Sep 25 closing price
Price
$22.57
Change
-$0.10 (-0.44%)
Net Assets
308.29M

LKSCX LKCM Small Cap Equity Instl Forecast, Technical & Fundamental Analysis

The investment seeks to maximize long-term capital appreciation... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Nutanix (NASDAQ:NTNX).

Industry description

The investment seeks to maximize long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of smaller companies. It primarily chooses investments that the adviser believes are likely to have above-average growth in revenue and/or earnings and potential for above-average capital appreciation.

Market Cap

The average market capitalization across the LKCM Small Cap Equity Instl MF is 6.48B. The market cap for tickers in the group ranges from 1.9B to 20.55B. NTNX holds the highest valuation in this group at 20.55B. The lowest valued company is GSHD at 1.9B.

Volume

The average weekly volume growth across all stocks in the LKCM Small Cap Equity Instl MF was -11%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was 77%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 80
P/E Growth Rating: 64
Price Growth Rating: 68
SMR Rating: 57
Profit Risk Rating: 71
Seasonality Score: -41 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Lkcm Funds301 Commerce, Suite 1600Fort Worth
Phone
N/A
Web
www.lkcm.com
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LKSCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LKSCX has been closely correlated with NRGEX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if LKSCX jumps, then NRGEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LKSCX
1D Price
Change %
LKSCX100%
N/A
NRGEX - LKSCX
93%
Closely correlated
-0.61%
VSGIX - LKSCX
73%
Closely correlated
-0.99%
VSGAX - LKSCX
73%
Closely correlated
-0.98%
VISGX - LKSCX
73%
Closely correlated
-0.99%
VEXRX - LKSCX
71%
Closely correlated
-0.88%
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