LKCM Small-Mid Cap Equity Fund (LKSMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LKSMX
LKSMX charges 1.00% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among LKSMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | LKSMX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | LKSMX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | LKSMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | LKSMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | LKSMX vs VMGMX |
Best Risk-Adjusted Alternatives to LKSMX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 92 | Oct 5, 2000 | LKSMX vs TAAGX | |
| Needham Growth Fund | 84 | Jan 2, 1996 | LKSMX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 78 | Jul 31, 2019 | LKSMX vs CTIGX | |
| Essex Environmental Opportunities Fund | 75 | Sep 1, 2017 | LKSMX vs EEOFX | |
| Baron Focused Growth Fund | 75 | Jun 30, 2008 | LKSMX vs BFGFX |
Top Performing LKSMX Alternatives (YTD)
LKSMX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 52.24% | May 4, 2007 | LKSMX vs LSHAX | |
| Kinetics Paradigm Fund | 38.76% | Dec 31, 1999 | LKSMX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 22.52% | Jan 31, 2006 | LKSMX vs KMKNX | |
| Kinetics Market Opportunities Fund | 22.43% | Jan 31, 2006 | LKSMX vs KMKAX | |
| Needham Growth Fund | 15.68% | Jan 2, 1996 | LKSMX vs NEEGX |
Lowest Volatility Alternatives to LKSMX
LKSMX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.84% | — | LKSMX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.98% | May 26, 2010 | LKSMX vs BQMGX | |
| Villere Equity Fund | 16.35% | May 31, 2013 | LKSMX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 17.00% | Mar 1, 1950 | LKSMX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.70% | Dec 31, 1996 | LKSMX vs VSNGX |
Lowest Drawdown Alternatives to LKSMX
LKSMX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund | -11.12% | Jun 12, 1987 | LKSMX vs BARAX | |
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | LKSMX vs BARIX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | LKSMX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | LKSMX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | LKSMX vs VLEQX |
Other Mutual Funds from LKCM
Most popular LKCM mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| LKCM Aquinas Catholic Equity Fund | Large Cap Growth Equities | 16 | -2.37% | Jul 11, 2005 | LKSMX vs AQEIX | |
| LKCM Fixed Income Fund | Corporate Bonds | 83 | -0.19% | Dec 30, 1997 | LKSMX vs LKFIX | |
| LKCM Small Cap Equity Fund | Small Cap Growth Equities | 46 | -2.01% | Jul 14, 1994 | LKSMX vs LKSCX | |
| LKCM Equity Fund | Large Cap Growth Equities | 37 | -0.96% | Jan 3, 1996 | LKSMX vs LKEQX | |
| LKCM Balanced Fund | Diversified Portfolio | 24 | -1.72% | Dec 29, 1997 | LKSMX vs LKBAX | |
| LKCM International Equity Fund | Foreign Large Cap Equities | 53 | 1.08% | May 1, 2019 | LKSMX vs LKINX |
Compare LKSMX with Any Fund or Stock
Compare LKSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.