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 February 26, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| HEICO Corp. | 5.71% | 238.04 | -5.91% |
| West Pharmaceutical Services, Inc. | 5.35% | 249.23 | 0.54% |
| HealthEquity, Inc. | 4.60% | 77.50 | 2.57% |
| Teledyne Technologies, Inc. | 4.47% | 677.13 | -0.04% |
| Ryan Specialty Holdings, Inc. | 4.38% | 39.37 | 3.69% |
| Ollie's Bargain Outlet Holdings, Inc. | 4.16% | 108.08 | 1.58% |
| Tyler Technologies, Inc. | 4.14% | 355.70 | 6.14% |
| Saia, Inc. | 4.10% | 403.56 | 5.00% |
| Celsius Holdings, Inc. | 4.10% | 54.18 | 7.05% |
| Moelis & Co. | 4.06% | 63.85 | 1.80% |
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 | -- |