Sycamore Mid Cap Value Comp (S:0P0001BCDG)
369.67
+15.52
(+4.38%)
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 05, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Alliant Energy Corp. | 2.36% | 72.85 | 1.26% |
| Packaging Corporation of America | 2.08% | 204.46 | -3.22% |
| Labcorp Holdings, Inc. | 1.90% | 273.72 | 0.36% |
| Hologic, Inc. | 1.88% | 75.65 | 0.07% |
| Willis Towers Watson Plc | 1.83% | 288.64 | 0.39% |
| Expedia Group, Inc. | 1.83% | 225.30 | -1.04% |
| Lincoln Electric Holdings, Inc. | 1.81% | 243.67 | -2.44% |
| Keysight Technologies, Inc. | 1.79% | 291.24 | 0.48% |
| Lamar Advertising Co. | 1.79% | 127.64 | 1.29% |
| The Hartford Insurance Group, Inc. | 1.78% | 136.19 | 1.14% |
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 | -- |