KAR Small-Mid Cap Growth (S:0P0001IR93)
19.08
-0.20
(-1.02%)
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 March 02, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| HEICO Corp. | 5.82% | 248.41 | 3.46% |
| Teledyne Technologies, Inc. | 5.48% | 691.26 | 1.49% |
| Celsius Holdings, Inc. | 4.75% | 50.60 | -5.61% |
| West Pharmaceutical Services, Inc. | 4.54% | 252.73 | -0.63% |
| HealthEquity, Inc. | 4.35% | 77.71 | 1.59% |
| Moelis & Co. | 4.28% | 59.82 | 0.77% |
| AAON, Inc. | 4.26% | 106.85 | 5.58% |
| Saia, Inc. | 4.25% | 409.48 | 1.01% |
| LeMaitre Vascular, Inc. | 4.25% | 108.68 | 0.46% |
| Ollie's Bargain Outlet Holdings, Inc. | 4.22% | 102.21 | -4.57% |
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 | -- |