LKCM Small-Mid Cap Equity Fund (LKSMX) belongs to the Mid 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 LKSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LKSMX
LKSMX charges 1.00% annually. There are 90 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | LKSMX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | LKSMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | LKSMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | LKSMX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | LKSMX vs VMFGX |
Best Risk-Adjusted Alternatives to LKSMX
LKSMX has a PortfoliosLab risk / return rank of 16. There are 65 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 32.70B | Aug 1995 | LKSMX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 80 | — | Nov 2004 | LKSMX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 79 | — | Jun 1998 | LKSMX vs MGOYX | |
| USAA Extended Market Index Fund | 72 | — | Oct 2000 | LKSMX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 70 | — | Oct 2000 | LKSMX vs TAAGX |
Top Performing LKSMX Alternatives (YTD)
LKSMX is at 5.90% YTD. There are 95 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 38.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 38.99% | — | Dec 2016 | LKSMX vs NEEIX | |
| Needham Growth Fund | 38.66% | — | Jan 1996 | LKSMX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 35.00% | — | May 2007 | LKSMX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 27.71% | — | Oct 2000 | LKSMX vs TAAGX | |
| Kinetics Paradigm Fund | 23.83% | — | Dec 1999 | LKSMX vs WWNPX |
Lowest Volatility Alternatives to LKSMX
LKSMX has 17.46% 1-year volatility. There are 49 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 9.75%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 9.75% | — | May 2021 | LKSMX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.42% | — | May 2010 | LKSMX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | LKSMX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.63% | — | Jul 1997 | LKSMX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.66% | — | Jul 1996 | LKSMX vs PMEGX |
Lowest Drawdown Alternatives to LKSMX
LKSMX has a 1-year max drawdown of -13.08%. There are 57 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | LKSMX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | LKSMX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | LKSMX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | LKSMX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | LKSMX vs FAMVX |
Other Mutual Funds from LKCM
The 6 most viewed LKCM mutual funds shown here include AQEIX, LKFIX, LKSCX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LKCM Aquinas Catholic Equity Fund | Large Cap Growth Equities | 16 | 4.74% | — | Jul 2005 | LKSMX vs AQEIX | |
| LKCM Fixed Income Fund | Corporate Bonds | 21 | -0.07% | — | Dec 1997 | LKSMX vs LKFIX | |
| LKCM Small Cap Equity Fund | Small Cap Growth Equities | 39 | 9.14% | — | Jul 1994 | LKSMX vs LKSCX | |
| LKCM Equity Fund | Large Cap Growth Equities | 25 | 7.66% | — | Jan 1996 | LKSMX vs LKEQX | |
| LKCM Balanced Fund | Diversified Portfolio | 23 | 3.91% | — | Dec 1997 | LKSMX vs LKBAX | |
| LKCM International Equity Fund | Foreign Large Cap Equities | 43 | 10.46% | — | May 2019 | LKSMX vs LKINX |
Often Compared With LKSMX
Investors most often compare LKSMX with BARIX, BARAX, PKSFX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LKSMX with Any Fund or Stock
Compare LKSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LKSMX with funds that move differently
LKCM Small-Mid Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LKSMX.
Explore LKSMX Diversifiers