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Morningstar

Kinetics Medical Adv A KRXAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return —  /  —
  • Total Assets 19.5 Mil
  • Adj. Expense Ratio
    1.640%
  • Expense Ratio 1.640%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Health
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.62%
  • Turnover 1%

Morningstar’s Analysis KRXAX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin Kinetics Medical Adv A's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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