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Kinetics Market Opportunities Adv C KMKCX

Medalist Rating as of | See Kinetics Investment Hub
  • NAV / 1-Day Return 45.36  /  +0.42 %
  • Total Assets 136.5 Mil
  • Adj. Expense Ratio
    2.150%
  • Expense Ratio 2.150%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.10%
  • Turnover 5%

USD | NAV as of Apr 20, 2024 | 1-Day Return as of Apr 20, 2024, 12:17 AM GMT+0

Morningstar’s Analysis KMKCX

Will KMKCX outperform in future?

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

Ceasing Coverage of Kinetics Market Opportunities

null Tony Thomas

Tony Thomas

Analyst Note

Morningstar will cease full analyst coverage of Kinetics Market Opportunities on or about May 31, 2024, so our analysts can spend more time researching other strategies. In the future, this strategy will receive an algorithmically assigned Morningstar Medalist Rating. Users should form their own views on this strategy or obtain financial advice.

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Portfolio Holdings KMKCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 70.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Texas Pacific Land Corp

43.56 57.1 Mil
Energy

US BANK MMDA - USBGFS 7

20.07 26.3 Mil
Cash and Equivalents

Grayscale Bitcoin Trust (BTC)

15.81 20.7 Mil

Partners Value Investments LP Unit

2.13 2.8 Mil
Financial Services

Associated Capital Group Inc Class A

2.10 2.7 Mil
Financial Services

Permian Basin Royalty Trust

1.36 1.8 Mil
Energy

Intercontinental Exchange Inc

1.26 1.7 Mil
Financial Services

Franco-Nevada Corp

1.23 1.6 Mil
Basic Materials

Wheaton Precious Metals Corp

1.17 1.5 Mil
Basic Materials

Cboe Global Markets Inc

1.09 1.4 Mil
Financial Services