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% | 83.46 | 0.31% |
| nCino, Inc. | 5.65% | 15.38 | 5.05% |
| AppFolio, Inc. | 5.57% | 166.36 | 1.86% |
| Goosehead Insurance, Inc. | 5.48% | 48.12 | 5.02% |
| Enerpac Tool Group Corp. | 5.38% | 41.29 | 0.66% |
| Triumph Financial, Inc. | 5.18% | 55.83 | -1.91% |
| Kinsale Capital Group, Inc. | 5.11% | 373.48 | 0.21% |
| OneStream, Inc. | 4.87% | 23.50 | -0.19% |
| Ryan Specialty Holdings, Inc. | 4.85% | 38.56 | -1.18% |
| U.S. Physical Therapy, Inc. | 4.74% | 82.04 | -1.81% |
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 | -- |