KAR Mid Cap Core WRAP (S:0P0000V017)
55.34
-0.66
(-1.18%)
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 December 26, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Monolithic Power Systems, Inc. | 6.27% | 947.66 | -0.59% |
| AMETEK, Inc. | 5.66% | 207.84 | -0.21% |
| Houlihan Lokey, Inc. | 5.25% | 178.67 | 0.38% |
| Teledyne Technologies, Inc. | 4.76% | 515.71 | -0.90% |
| Westinghouse Air Brake Technologies Corp. | 4.42% | 218.79 | -0.44% |
| West Pharmaceutical Services, Inc. | 4.15% | 273.99 | -0.97% |
| HEICO Corp. | 4.06% | 261.28 | -0.35% |
| Pentair plc | 3.73% | 105.35 | -0.03% |
| LPL Financial Holdings, Inc. | 3.42% | 372.80 | -0.16% |
| EMCOR Group, Inc. | 3.31% | 627.63 | 0.25% |
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 | -- |