KAR Small Cap Core (S:0P00003ICC)
525.20
+3.19
(+0.61%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 05, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Simpson Manufacturing Co., Inc. | 6.48% | 164.72 | 2.01% |
| Primerica, Inc. | 6.15% | 258.73 | 0.14% |
| Watts Water Technologies, Inc. | 5.72% | 278.58 | 0.93% |
| Acushnet Holdings Corp. | 4.99% | 82.11 | 2.87% |
| FTI Consulting, Inc. | 4.82% | 170.28 | -0.32% |
| The Toro Co. | 4.72% | 80.17 | 1.84% |
| RBC Bearings, Inc. | 4.20% | 458.79 | 2.31% |
| Installed Building Products, Inc. | 4.15% | 267.45 | 3.11% |
| Jack Henry & Associates, Inc. | 4.13% | 178.35 | -2.26% |
| Moelis & Co. | 3.73% | 71.22 | 3.61% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |