LKCM Small Cap Equity Fund (LKSCX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LKSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LKSCX
LKSCX charges 1.03% annually. There are 68 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | LKSCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | LKSCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | LKSCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | LKSCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | LKSCX vs VISGX |
Best Risk-Adjusted Alternatives to LKSCX
LKSCX has a PortfoliosLab risk / return rank of 32. There are 99 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | LKSCX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | LKSCX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | LKSCX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | LKSCX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | LKSCX vs DMCRX |
Top Performing LKSCX Alternatives (YTD)
LKSCX is at 6.95% YTD. There are 140 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | LKSCX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | LKSCX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | LKSCX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | LKSCX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | LKSCX vs NEAGX |
Lowest Volatility Alternatives to LKSCX
LKSCX has 16.91% 1-year volatility. There are 11 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.57% | — | Nov 1995 | LKSCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | LKSCX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | LKSCX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | LKSCX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | LKSCX vs ETEGX |
Lowest Drawdown Alternatives to LKSCX
LKSCX has a 1-year max drawdown of -9.90%. There are 9 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | LKSCX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | LKSCX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | LKSCX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | LKSCX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | LKSCX vs SGPIX |
Other Mutual Funds from LKCM
The 6 most viewed LKCM mutual funds shown here include AQEIX, LKFIX, LKEQX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LKCM Aquinas Catholic Equity Fund | Large Cap Growth Equities | 8 | 2.77% | — | Jul 2005 | LKSCX vs AQEIX | |
| LKCM Fixed Income Fund | Corporate Bonds | 25 | -0.36% | — | Dec 1997 | LKSCX vs LKFIX | |
| LKCM Equity Fund | Large Cap Growth Equities | 17 | 5.72% | — | Jan 1996 | LKSCX vs LKEQX | |
| LKCM Small-Mid Cap Equity Fund | Mid Cap Growth Equities | 10 | 3.52% | — | May 2011 | LKSCX vs LKSMX | |
| LKCM International Equity Fund | Foreign Large Cap Equities | 44 | 9.96% | — | May 2019 | LKSCX vs LKINX | |
| LKCM Balanced Fund | Diversified Portfolio | 18 | 2.91% | — | Dec 1997 | LKSCX vs LKBAX |
Often Compared With LKSCX
Investors most often compare LKSCX with CCASX, SWSCX, CTSIX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare LKSCX with Any Fund or Stock
Compare LKSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LKSCX with funds that move differently
LKCM Small Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LKSCX.
Explore LKSCX Diversifiers