KAR Small-Mid Cap Growth (S:0P0001IR93)
19.28
-0.46
(-2.31%)
USD |
Dec 31 2025
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 January 12, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| HEICO Corp. | 5.37% | 275.21 | 0.75% |
| West Pharmaceutical Services, Inc. | 5.18% | 271.49 | -1.46% |
| HealthEquity, Inc. | 5.08% | 86.63 | -7.99% |
| Ryan Specialty Holdings, Inc. | 4.73% | 50.92 | 0.24% |
| Ollie's Bargain Outlet Holdings, Inc. | 4.48% | 120.55 | 1.74% |
| Teledyne Technologies, Inc. | 4.20% | 546.88 | -0.39% |
| AAON, Inc. | 4.16% | 85.06 | 2.09% |
| Tyler Technologies, Inc. | 4.11% | 446.29 | -0.46% |
| LeMaitre Vascular, Inc. | 3.94% | 83.54 | -1.72% |
| nCino, Inc. | 3.72% | 25.26 | -1.33% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
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 | -- |