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Kinetics Market Opportunities No Load KMKNX

Medalist Rating as of | See Kinetics Investment Hub
  • NAV / 1-Day Return 36.09  /  1.63 %
  • Total Assets 115.6 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.05%
  • Turnover 13%

Morningstar’s Analysis KMKNX

Will KMKNX outperform in future?

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

This fund’s fate to be determined by a one-stock wonder—or blunder.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

This strategy is one of a handful run by Horizon Kinetics with a high-stakes gamble on a single stock. It receives a Morningstar Medalist Rating of Negative.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings KMKNX

  • Current Portfolio Date
  • Equity Holdings 50
  • Bond Holdings 0
  • Other Holdings 11
  • % Assets in Top 10 Holdings 67.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
48.63
61,794,655
Energy

US BANK MMDA - USBGFS 7

23.58
29,965,803
Cash and Equivalents

Grayscale Bitcoin Trust (BTC)

7.71
9,797,579
2.21
2,806,020
Financial Services
2.12
2,694,980
Energy

Partners Value Investments LP Unit

1.67
2,125,088
Financial Services
1.33
1,691,280
Basic Materials
1.06
1,345,341
Financial Services
0.93
1,185,471
Industrials
0.92
1,167,320
Financial Services