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 24, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| HEICO Corp. | 5.71% | 258.36 | -0.19% |
| West Pharmaceutical Services, Inc. | 5.35% | 247.17 | 1.21% |
| HealthEquity, Inc. | 4.60% | 75.46 | -0.54% |
| Teledyne Technologies, Inc. | 4.47% | 681.93 | 1.41% |
| Ryan Specialty Holdings, Inc. | 4.38% | 38.39 | -1.61% |
| Ollie's Bargain Outlet Holdings, Inc. | 4.16% | 108.60 | 1.29% |
| Tyler Technologies, Inc. | 4.14% | 323.19 | 1.81% |
| Saia, Inc. | 4.10% | 406.24 | 2.33% |
| Celsius Holdings, Inc. | 4.10% | 50.32 | 2.22% |
| Moelis & Co. | 4.06% | 63.04 | 3.75% |
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 | -- |