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Morningstar

Kinetics Market Opportunities Inst KMKYX

Morningstar Medalist Rating
Medalist Rating as of | See Kinetics Investment Hub
  • NAV / 1-Day Return 41.48  /  2.51 %
  • Total Assets 131.2 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.07%
  • Turnover 13%

USD | NAV as of Dec 05, 2023 | 1-Day Return as of Dec 05, 2023, 11:16 PM GMT+0

Morningstar’s Analysis KMKYX

Will KMKYX 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 KMKYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the KMKYX 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 KMKYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings KMKYX

More KMKYX Holdings
  • Current Portfolio Date
  • Equity Holdings 50
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 71.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Texas Pacific Land Corp

50.87
66,246,288
Energy

US BANK MMDA - USBGFS 7

20.65
26,896,376
Cash and Equivalents

Grayscale Bitcoin Trust (BTC)

8.83
11,492,392
—

Associated Capital Group Inc Class A

2.16
2,810,500
Financial Services

Permian Basin Royalty Trust

2.08
2,708,312
Energy

Partners Value Investments LP Unit

1.59
2,074,799
Financial Services

Franco-Nevada Corp

1.48
1,922,256
Basic Materials

Intercontinental Exchange Inc

1.09
1,419,258
Financial Services

Urbana Corp Registered Shs -A- Non Vtg

1.02
1,333,796
Financial Services

Wheaton Precious Metals Corp

0.95
1,240,830
Basic Materials