KAR Small Cap Core WRAP (S:0P0000V018)
248.14
-15.16
(-5.76%)
USD |
Mar 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 April 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Simpson Manufacturing Co., Inc. | 6.90% | 166.23 | -0.82% |
| Watts Water Technologies, Inc. | 6.28% | 289.27 | 0.46% |
| The Toro Co. | 6.16% | 93.99 | 0.57% |
| Acushnet Holdings Corp. | 5.59% | 94.26 | -0.67% |
| Primerica, Inc. | 5.58% | 256.31 | 1.00% |
| RBC Bearings, Inc. | 5.00% | 551.41 | -0.18% |
| Installed Building Products, Inc. | 4.67% | 261.86 | -2.11% |
| FTI Consulting, Inc. | 4.47% | 185.09 | 0.58% |
| Landstar System, Inc. | 4.08% | 167.21 | 1.17% |
| Kadant Inc. | 3.58% | 292.48 | 1.37% |
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 | -- |