# LKCM Small-Mid Cap Equity Institutional (LKSMX)

> Source: Nexqual · https://nexqual.com/LKSMX · data as of 2026-10-24 00:02 UTC · cite as "Nexqual, LKCM Small-Mid Cap Equity Institutional (LKSMX), nexqual.com/LKSMX" · informational, not investment advice.

**Price:** USD 11.42 (-0.61% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 11.49 · day 11.42–11.42 · 52w 10.63–12.42 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +1.7% vs S&P 500 +13.4%; 5Y -0.1% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +1.7% | -0.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +1.7% | -0.0% |
| Volatility (annualized) | 17.0% | 19.9% |
| Max drawdown | -13.1% (Jan 2026→Mar 2026) | -37.7% (Nov 2021→Jun 2022) |

## Peers
HNVIX (Heartland Value Plus Fund Insti) USD 41.78 +0.00% · UIPMX (USAA Precious Metals and Minera) USD 46.78 -2.34% · ABEYX (American Beacon International E) USD 21.03 -0.00% · IIBWX (Voya Intermediate Bond Fund Cla) USD 8.42 -0.00% · UIHIX (Victory High Income Fund Instit) USD 6.53 -0.00%

## More
Full page: https://nexqual.com/LKSMX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt