Morningstar

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 Mutual Funds List

1 to 23 of 23 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Kinetics Market Opportunities Fund Advisor Class CKMKCXMid-Cap Growth
2.91%482.150%HighLevel Load$2,500
Kinetics Global No Load ClassWWWEXGlobal Aggressive Allocation
1.74%981.390%Above AverageNo Load$2,500
Kinetics Market Opportunities Fund No Load ClassKMKNXMid-Cap Growth
3.57%461.400%HighNo Load$2,500
Kinetics Market Opportunities Fund Advisor Class AKMKAXMid-Cap Growth
3.34%461.650%HighFront Load$2,500
Kinetics Market Opportunities Fund Class InstitutionalKMKYXMid-Cap Growth
3.74%431.200%HighInstitutional$1M
Kinetics Global Fund Class Advisor Class AKGLAXGlobal Aggressive Allocation
1.51%991.640%HighFront Load$2,500
Kinetics Small Capital Opportunities Fund No Load ClassKSCOXSmall Growth
10.48%391.640%HighNo Load$2,500
Kinetics Small Capital Opportunities Fund Advisor Class CKSOCXSmall Growth
9.79%452.390%HighLevel Load$2,500
Kinetics Small Capital Opportunities Fund Class InstitutionalKSCYXSmall Growth
10.66%371.440%HighInstitutional$1M
Kinetics Global Fund Class Advisor Class CKGLCXGlobal Aggressive Allocation
1.09%1002.140%HighLevel Load$2,500
Kinetics Small Capital Opportunities Advisor Fund Class AKSOAXSmall Growth
10.25%421.890%HighFront Load$2,500
Kinetics Paradigm Fund Class InstitutionalKNPYXMid-Cap Growth
9.78%161.440%HighInstitutional$1M
Kinetics Multi-Disciplinary Income Fund Class No LoadKMDNXMultisector Bond—4.12%20.740%AverageNo Load$2,500
Kinetics Paradigm Fund No Load ClassWWNPXMid-Cap Growth
9.63%171.640%HighNo Load$2,500
Kinetics Paradigm Fund Advisor Class AKNPAXMid-Cap Growth
9.38%181.890%HighFront Load$2,500
Kinetics Paradigm Fund Advisor Class CKNPCXMid-Cap Growth
8.92%202.390%HighLevel Load$2,500
Kinetics Spin-Off and Corporate Restructuring Fund No Load ClassLSHEXMiscellaneous Sector—
16.29%—1.470%Above AverageNo Load$2,500
Kinetics Internet Fund No Load ClassWWWFXMiscellaneous Sector——−4.48%—1.670%HighNo Load$2,500
Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class CLSHCXMiscellaneous Sector—
15.38%—2.250%Above AverageLevel Load$2,500
Kinetics Spin-Off and Corporate Restructuring Fund Institutional ClassLSHUXMiscellaneous Sector—
16.33%—1.230%HighInstitutional$1M
Kinetics Internet Advisor Fund Class AKINAXMiscellaneous Sector——−4.71%—1.920%HighFront Load$2,500
Kinetics Internet Advisor Fund Class CKINCXMiscellaneous Sector——−5.09%—2.420%HighLevel Load$2,500
Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class ALSHAXMiscellaneous Sector—
16.12%—1.540%HighFront 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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • 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.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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