Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Kinetics Mutual Funds
View all of Kinetics’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Kinetics Funds List
Share Class Type
1 to 23 of 23 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Kinetics Global Adv A | KGLAX | Moderate Allocation | — | 23.04% | 1 | 1.640% | High | Front Load | $2,500 | |
| Kinetics Global Adv C | KGLCX | Moderate Allocation | — | 22.09% | 1 | 2.140% | High | Level Load | $2,500 | |
| Kinetics Global No Load | WWWEX | Moderate Allocation | — | 25.24% | 1 | 1.390% | High | No Load | $2,500 | |
| Kinetics Market Opportunities Adv A | KMKAX | Mid-Cap Growth | 17.28% | 1 | 1.650% | High | Front Load | $2,500 | ||
| Kinetics Market Opportunities Inst | KMKYX | Mid-Cap Growth | 17.44% | 1 | 1.200% | High | Institutional | $1.0 Mil | ||
| Kinetics Market Opportunities No Load | KMKNX | Mid-Cap Growth | 17.78% | 1 | 1.400% | High | No Load | $2,500 | ||
| Kinetics Small Cap Opportunities Inst | KSCYX | Small Growth | 8.43% | 7 | 1.440% | High | Institutional | $1.0 Mil | ||
| Kinetics Market Opportunities Adv C | KMKCX | Mid-Cap Growth | 15.64% | 2 | 2.150% | High | Level Load | $2,500 | ||
| Kinetics Multi-Disciplinary Inc No Load | KMDNX | Multisector Bond | — | 2.42% | 8 | 0.740% | Below Average | No Load | $2,500 | |
| Kinetics Small Cap Opportunities Adv A | KSOAX | Small Growth | 6.34% | 5 | 1.890% | High | Front Load | $2,500 | ||
| Kinetics Small Cap Opportunities Adv C | KSOCX | Small Growth | 7.42% | 8 | 2.390% | High | Level Load | $2,500 | ||
| Kinetics Small Cap Opportunities No Load | KSCOX | Small Growth | 6.42% | 8 | 1.640% | High | No Load | $2,500 | ||
| Kinetics Paradigm Adv A | KNPAX | Mid-Cap Growth | 12.40% | 3 | 1.890% | High | Front Load | $2,500 | ||
| Kinetics Paradigm Adv C | KNPCX | Mid-Cap Growth | 12.22% | 5 | 2.390% | High | Level Load | $2,500 | ||
| Kinetics Paradigm Instl | KNPYX | Mid-Cap Growth | 12.54% | 4 | 1.440% | High | Institutional | $1.0 Mil | ||
| Kinetics Paradigm No Load | WWNPX | Mid-Cap Growth | 12.48% | 4 | 1.640% | High | No Load | $2,500 | ||
| Kinetics Spin-Off and Corp Rest No Load | LSHEX | Mid-Cap Growth | 8.43% | 12 | 1.580% | High | No Load | $2,500 | ||
| Kinetics Spin-Off and Corp Rest Adv A | LSHAX | Mid-Cap Growth | 9.01% | 13 | 1.630% | High | Front Load | $2,500 | ||
| Kinetics Spin-Off and Corp Rest Adv C | LSHCX | Mid-Cap Growth | 8.17% | 11 | 2.380% | High | Level Load | $2,500 | ||
| Kinetics Spin-Off and Corp Rest Instl | LSHUX | Mid-Cap Growth | 9.05% | 7 | 1.380% | High | Institutional | $1.0 Mil | ||
| Kinetics Internet Adv A | KINAX | Miscellaneous Sector | — | — | 29.93% | — | 2.020% | High | Front Load | $2,500 |
| Kinetics Internet Adv C | KINCX | Miscellaneous Sector | — | — | 29.74% | — | 2.520% | High | Level Load | $2,500 |
| Kinetics Internet No Load | WWWFX | Miscellaneous Sector | — | — | 30.20% | — | 1.770% | High | No Load | $2,500 |
Kinetics Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank