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.
- NAV / 1-Day Return 128.69 / 0.40 %
- Total Assets 444.9 Mil
Adj. Expense Ratio
- 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%
Morningstar’s Analysis KSCYX
Will KSCYX outperform in future?
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