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% | 248.85 | 3.64% |
| Teledyne Technologies, Inc. | 5.48% | 691.03 | 1.46% |
| Celsius Holdings, Inc. | 4.75% | 51.40 | -4.12% |
| West Pharmaceutical Services, Inc. | 4.54% | 249.65 | -1.84% |
| HealthEquity, Inc. | 4.35% | 76.55 | 0.08% |
| Moelis & Co. | 4.28% | 59.87 | 0.86% |
| AAON, Inc. | 4.26% | 110.01 | 8.71% |
| Saia, Inc. | 4.25% | 409.24 | 0.95% |
| LeMaitre Vascular, Inc. | 4.25% | 108.10 | -0.07% |
| Ollie's Bargain Outlet Holdings, Inc. | 4.22% | 103.50 | -3.36% |
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 | -- |