KAR Small Cap Growth WRAP (S:0P0000V023)
56.06
-1.92
(-3.32%)
USD |
Feb 28 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 01, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| ServisFirst Bancshares, Inc. | 6.62% | 73.13 | 0.41% |
| Enerpac Tool Group Corp. | 5.77% | 36.33 | -0.38% |
| The Toro Co. | 5.76% | 93.54 | 0.10% |
| AAON, Inc. | 5.40% | 83.63 | 1.06% |
| Kinsale Capital Group, Inc. | 5.12% | 345.82 | 1.22% |
| Alliance Laundry Holdings, Inc. (United States) | 5.09% | 21.46 | 3.47% |
| U.S. Physical Therapy, Inc. | 5.06% | 74.53 | -0.57% |
| Ryan Specialty Holdings, Inc. | 4.99% | 33.02 | -2.12% |
| Triumph Financial, Inc. | 4.74% | 60.16 | 0.84% |
| AppFolio, Inc. | 4.44% | 154.23 | -2.27% |
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 | -- |