KAR Mid Cap Core (S:0P00006VBL)
105.42
+3.56
(+3.49%)
USD |
Jan 31 2026
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 February 24, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| AMETEK, Inc. | 5.72% | 231.45 | -0.88% |
| Houlihan Lokey, Inc. | 5.14% | 163.04 | -2.85% |
| Teledyne Technologies, Inc. | 4.62% | 672.48 | 0.56% |
| Westinghouse Air Brake Technologies Corp. | 4.56% | 262.78 | -0.75% |
| Monolithic Power Systems, Inc. | 4.17% | 1189.95 | -1.18% |
| HEICO Corp. | 4.09% | 258.67 | -1.12% |
| West Pharmaceutical Services, Inc. | 4.07% | 244.18 | 1.27% |
| Hamilton Lane, Inc. | 3.69% | 101.18 | -5.46% |
| Ross Stores, Inc. | 3.67% | 201.94 | 0.24% |
| Pentair plc | 3.63% | 101.63 | -0.39% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
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 | -- |