KGLAX – Kinetics Global Adv A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund is a diversified fund that invests all of its investable assets in the Global Portfolio, a series of Kinetics Portfolios Trust. The Global Portfolio invests at least 65% of its net assets plus any borrowings for investment purposes in common stocks, ETFs, convertible securities, warrants and other equity securities having the characteristics of common stocks of foreign and U.S. companies listed on publicly traded exchanges.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WWWEX	Kinetics Global No Load Class	No Load	Open			Dec 31, 1999	$39.34M	1.390%	Above Average	$2,500	−$14.97M
KGLAX	Kinetics Global Fund Class Advisor Class A	Front Load	Open			May 19, 2008	$4.13M	1.640%	High	$2,500	$276,051.89
KGLCX	Kinetics Global Fund Class Advisor Class C	Level Load	Open			May 19, 2008	$3.97M	2.140%	High	$2,500	−$1.39M

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