KAR Small-Mid Cap Growth (S:0P0001IR93)
19.17
+0.09
(+0.46%)
USD |
Feb 28 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 April 01, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Teledyne Technologies, Inc. | 6.33% | 615.63 | 1.76% |
| LeMaitre Vascular, Inc. | 5.68% | 107.93 | -1.14% |
| HEICO Corp. | 5.14% | 211.82 | 0.35% |
| Saia, Inc. | 4.92% | 354.71 | 0.98% |
| West Pharmaceutical Services, Inc. | 4.70% | 253.26 | 1.05% |
| Celsius Holdings, Inc. | 4.54% | 34.42 | -2.99% |
| AAON, Inc. | 4.52% | 84.50 | 2.11% |
| Advanced Drainage Systems, Inc. | 4.36% | 136.92 | -0.15% |
| Ollie's Bargain Outlet Holdings, Inc. | 4.31% | 90.97 | -1.16% |
| Simpson Manufacturing Co., Inc. | 4.28% | 171.98 | 0.21% |
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 | -- |