Horizon Kinetics Asset Management is an independent investment boutique with insufficient risk controls, an issue that is exacerbated by the firm’s lineup of thematic, highly concentrated portfolios. It warrants a Low Parent rating.
Kinetics
Kinetics Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
1.64 BilInvestment Flows (TTM)
143.47 MilAsset Growth Rate (TTM)
10.40%# of Share Classes
23
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 3 | |
| 6 | |
| 7 | |
| 6 | |
| 1 | |
| Not Rated | 0 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Kinetics Internet Adv A | 1 | |
| Kinetics Small Cap Opportunities Inst | 1 | |
| Kinetics Internet No Load | 1 | |
| Kinetics Small Cap Opportunities Adv A | 2 | |
| Kinetics Market Opportunities Inst | 5 |
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Quick Definitions: Key Morningstar Terms
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Morningstar Analyst Rating for Funds™
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Percentile Rank
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Category
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