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LKCM Small Cap Equity Fund (LKSCX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The fund seeksto 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.

Looking to diversify beyond LKSCX? The mutual funds below have the lowest correlation with LKSCX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from LKSCX.

Best Diversifiers for LKSCX

0 mutual funds have low correlation with LKSCX (below 0.3), 0 of which are negatively correlated. The least correlated is Driehaus Micro Cap Growth Fund (DMCRX) (Small Cap Growth Equities) with a 1Y correlation of 0.74, down from 0.85 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DMCRX
Driehaus Micro Cap Growth Fund0.740.820.85
80
Small Cap Growth EquitiesLKSCX vs DMCRX
NESIX
Needham Small Cap Growth Fund Institutional0.780.810.83
95
Small Cap Growth EquitiesLKSCX vs NESIX
NESGX
Needham Small Cap Growth Fund0.780.810.83
95
Small Cap Growth EquitiesLKSCX vs NESGX
NEAIX
Needham Aggressive Growth Fund Institutional Class0.780.800.83
94
Small Cap Growth EquitiesLKSCX vs NEAIX
NEAGX
Needham Aggressive Growth Fund0.780.800.83
94
Small Cap Growth EquitiesLKSCX vs NEAGX
See all 10 diversifiers for LKSCX

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