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Kinetics Small Cap Opportunities Adv A KSOAX

Quantitative rating as of
  • NAV / 1-Day Return 117.87  /  1.37 %
  • Total Assets 435.8 Mil
  • Adj. Expense Ratio
    1.890%
  • Expense Ratio 1.890%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 3%

Morningstar’s Analysis KSOAX

Will KSOAX outperform in future?

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

Summary

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A sound investment process and strong management team underpin Kinetics Small Cap Opportunities 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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