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Morningstar

Kinetics Small Cap Opportunities Inst KSCYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 128.69  /  0.40 %
  • Total Assets 444.9 Mil
  • Adj. Expense Ratio
    1.440%
  • Expense Ratio 1.440%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 3%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis KSCYX

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

People Pillar

The People Pillar is our evaluation of the KSCYX 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 KSCYX’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 Small Cap Opportunities Inst's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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