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 21, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| AMETEK, Inc. | 5.72% | 233.51 | 0.33% |
| Houlihan Lokey, Inc. | 5.14% | 167.82 | 1.02% |
| Teledyne Technologies, Inc. | 4.62% | 668.72 | 0.36% |
| Westinghouse Air Brake Technologies Corp. | 4.56% | 264.78 | 1.11% |
| Monolithic Power Systems, Inc. | 4.17% | 1204.10 | 2.46% |
| HEICO Corp. | 4.09% | 261.61 | 0.54% |
| West Pharmaceutical Services, Inc. | 4.07% | 241.12 | -1.11% |
| Hamilton Lane, Inc. | 3.69% | 107.02 | -5.29% |
| Ross Stores, Inc. | 3.67% | 201.45 | 0.53% |
| Pentair plc | 3.63% | 102.03 | 1.54% |
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 | -- |