KAR Small Cap Growth (S:0P00003ITK)
105.72
-1.53
(-1.43%)
USD |
Dec 31 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 12, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| ServisFirst Bancshares, Inc. | 5.69% | 74.72 | -1.35% |
| OneStream, Inc. | 5.44% | 23.61 | -0.04% |
| AppFolio, Inc. | 5.38% | 226.43 | -0.07% |
| Ryan Specialty Holdings, Inc. | 5.37% | 50.75 | -0.10% |
| nCino, Inc. | 5.36% | 25.32 | -1.09% |
| Enerpac Tool Group Corp. | 5.25% | 40.02 | -0.60% |
| Goosehead Insurance, Inc. | 5.24% | 74.02 | -1.15% |
| Kinsale Capital Group, Inc. | 4.96% | 397.00 | -0.11% |
| AAON, Inc. | 4.88% | 85.16 | 2.21% |
| Ollie's Bargain Outlet Holdings, Inc. | 4.64% | 120.46 | 1.66% |
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 | -- |