KAR Small Cap Core WRAP (S:0P0000V018)
259.82
-8.48
(-3.16%)
USD |
Jul 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 September 09, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Primerica, Inc. | 7.02% | 290.28 | -1.81% |
| Watts Water Technologies, Inc. | 6.64% | 360.41 | -0.75% |
| Simpson Manufacturing Co., Inc. | 6.62% | 178.90 | -1.14% |
| The Toro Co. | 5.67% | 94.86 | 1.64% |
| Acushnet Holdings Corp. | 5.66% | 85.79 | -1.25% |
| RBC Bearings, Inc. | 4.88% | 492.42 | 0.79% |
| FTI Consulting, Inc. | 4.34% | 151.04 | -0.44% |
| Landstar System, Inc. | 4.33% | 177.55 | -0.21% |
| EMCOR Group, Inc. | 3.76% | 772.94 | 2.49% |
| Moelis & Co. | 3.53% | 68.71 | -0.45% |
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 | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |