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Morningstar

Kinetics Multi-Disciplinary Inc No Load KMDNX

Morningstar Analyst Rating
Quantitative rating as of | See Kinetics Investment Hub
  • NAV / 1-Day Return 10.10  /  0.00
  • Total Assets 16.2 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.720%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.19%
  • Effective Duration —

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis KMDNX

Will KMDNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable KMDNX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the KMDNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of KMDNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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