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

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

1 to 11 of 11 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 No Load ClassKMKNXMid-Cap Growth
11.51%121.400%HighNo Load$2,500
Kinetics Market Opportunities Fund Advisor Class CKMKCXMid-Cap Growth
10.92%152.150%HighLevel Load$2,500
Kinetics Small Capital Opportunities Fund No Load ClassKSCOXSmall Growth
19.04%51.640%HighNo Load$2,500
Kinetics Global No Load ClassWWWEXGlobal Aggressive Allocation
6.60%981.390%Above AverageNo Load$2,500
Kinetics Small Capital Opportunities Fund Class InstitutionalKSCYXSmall Growth
19.20%41.440%HighInstitutional$1M
Kinetics Small Capital Opportunities Fund Advisor Class CKSOCXSmall Growth
18.41%72.390%HighLevel Load$2,500
Kinetics Market Opportunities Fund Advisor Class AKMKAXMid-Cap Growth
11.31%131.650%HighFront Load$2,500
Kinetics Global Fund Class Advisor Class AKGLAXGlobal Aggressive Allocation
6.41%991.640%HighFront Load$2,500
Kinetics Market Opportunities Fund Class InstitutionalKMKYXMid-Cap Growth
11.68%111.200%HighInstitutional$1M
Kinetics Small Capital Opportunities Advisor Fund Class AKSOAXSmall Growth
18.83%61.890%HighFront Load$2,500
Kinetics Global Fund Class Advisor Class CKGLCXGlobal Aggressive Allocation
6.06%1002.140%HighLevel 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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