KAR Small Cap Growth WRAP (S:0P0000V023)
57.98
+1.27
(+2.25%)
USD |
Jan 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 February 24, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| ServisFirst Bancshares, Inc. | 5.83% | 83.79 | 0.71% |
| nCino, Inc. | 5.65% | 15.37 | 4.99% |
| AppFolio, Inc. | 5.57% | 166.62 | 2.01% |
| Goosehead Insurance, Inc. | 5.48% | 48.06 | 4.89% |
| Enerpac Tool Group Corp. | 5.38% | 41.19 | 0.41% |
| Triumph Financial, Inc. | 5.18% | 56.16 | -1.34% |
| Kinsale Capital Group, Inc. | 5.11% | 374.51 | 0.49% |
| OneStream, Inc. | 4.87% | 23.50 | -0.19% |
| Ryan Specialty Holdings, Inc. | 4.85% | 38.64 | -0.97% |
| U.S. Physical Therapy, Inc. | 4.74% | 81.76 | -2.14% |
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 | -- |