KAR Small-Mid Cap Core WRAP (S:0P0000V024)
131.37
-0.47
(-0.36%)
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 |
|---|---|---|---|
| Interactive Brokers Group, Inc. | 6.27% | 69.30 | 3.32% |
| W.R. Berkley Corp. | 4.76% | 65.85 | -0.65% |
| Teledyne Technologies, Inc. | 4.74% | 618.65 | 2.25% |
| Zurn Elkay Water Solutions Corp. | 4.63% | 45.34 | 1.12% |
| Allegion Plc | 4.39% | 144.64 | -0.45% |
| Nordson Corp. | 4.27% | 268.35 | 0.86% |
| Rollins, Inc. | 4.18% | 53.76 | 0.66% |
| UL Solutions, Inc. | 3.86% | 85.98 | 0.32% |
| The Cooper Cos., Inc. | 3.60% | 71.70 | 0.28% |
| Saia, Inc. | 3.54% | 358.94 | 2.18% |
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 | -- |