Suncoast Equity SMID Growth (S:0P0001NBY6)
24.92
-0.85
(-3.28%)
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 March 06, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Cintas Corp. | 8.36% | 204.53 | 2.20% |
| ITT, Inc. | 7.39% | 190.70 | -3.57% |
| Fair Isaac Corp. | 6.89% | 1475.09 | 0.76% |
| Celestica, Inc. | 6.57% | 363.33 | -1.59% |
| Corpay, Inc. | 4.80% | 324.33 | -1.34% |
| Eaton Corp. Plc | 4.72% | 354.79 | 0.09% |
| Huron Consulting Group, Inc. | 4.49% | 145.28 | -2.00% |
| Copart, Inc. | 4.35% | 38.02 | 0.21% |
| Hubbell, Inc. | 4.11% | 476.51 | -2.91% |
| Fastenal Co. | 3.87% | 47.30 | 1.87% |
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 | -- |