KAR Small Cap Core WRAP (S:0P0000V018)
248.14
-15.17
(-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 May 01, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Simpson Manufacturing Co., Inc. | 6.46% | 192.84 | 1.11% |
| The Toro Co. | 6.15% | 94.69 | -0.50% |
| Watts Water Technologies, Inc. | 5.86% | 297.13 | -1.01% |
| Primerica, Inc. | 5.82% | 279.88 | -0.49% |
| Acushnet Holdings Corp. | 5.40% | 96.23 | -0.61% |
| FTI Consulting, Inc. | 5.08% | 181.82 | 1.41% |
| RBC Bearings, Inc. | 4.99% | 594.11 | -0.83% |
| Landstar System, Inc. | 4.24% | 181.99 | -1.13% |
| Installed Building Products, Inc. | 4.00% | 290.61 | 0.71% |
| EMCOR Group, Inc. | 3.66% | 892.00 | 0.04% |
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 | -- |