Lkcm Small Cap Fund Manager Performance Evaluation
| LKSCX Fund | USD 23.58 0.17 0.72% |
The fund secures a Beta (Market Risk) of 1.31, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Lkcm Small will likely underperform.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Lkcm Small Cap are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Lkcm Small may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.0100 |
Lkcm |
Lkcm Small Relative Risk vs. Return Landscape
If you would invest 2,093 in Lkcm Small Cap on September 14, 2024 and sell it today you would earn a total of 265.00 from holding Lkcm Small Cap or generate 12.66% return on investment over 90 days. Lkcm Small Cap is currently producing 0.1952% returns and takes up 1.09% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Lkcm, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lkcm Small Current Valuation
Undervalued
Today
Please note that Lkcm Small's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Lkcm Small Cap secures a last-minute Real Value of $25.39 per share. The latest price of the fund is $23.58. We determine the value of Lkcm Small Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Lkcm Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lkcm Mutual Fund. However, Lkcm Small's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 23.58 | Real 25.39 | Hype 23.58 | Naive 23.18 |
The intrinsic value of Lkcm Small's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Lkcm Small's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Lkcm Small Cap helps investors to forecast how Lkcm mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Lkcm Small more accurately as focusing exclusively on Lkcm Small's fundamentals will not take into account other important factors: Lkcm Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lkcm Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Lkcm Small Cap, and traders can use it to determine the average amount a Lkcm Small's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.179
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | LKSCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.09 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Lkcm Small is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lkcm Small by adding it to a well-diversified portfolio.
Lkcm Small Fundamentals Growth
Lkcm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lkcm Small, and Lkcm Small fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lkcm Mutual Fund performance.
| Price To Earning | 25.62 X | ||||
| Price To Book | 2.56 X | ||||
| Price To Sales | 1.73 X | ||||
About Lkcm Small Performance
Evaluating Lkcm Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lkcm Small has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Lkcm Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80 percent of its net assets in equity securities of smaller companies. It primarily chooses investments that the adviser believes are likely to have above-average growth in revenue andor earnings and potential for above-average capital appreciation.Things to note about Lkcm Small Cap performance evaluation
Checking the ongoing alerts about Lkcm Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lkcm Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 6.66% of its assets in cash |
- Analyzing Lkcm Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lkcm Small's stock is overvalued or undervalued compared to its peers.
- Examining Lkcm Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lkcm Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lkcm Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lkcm Small's mutual fund. These opinions can provide insight into Lkcm Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Lkcm Mutual Fund
Lkcm Small financial ratios help investors to determine whether Lkcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lkcm with respect to the benefits of owning Lkcm Small security.
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