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.
- NAV / 1-Day Return 117.87 / 1.37 %
- Total Assets 435.8 Mil
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Adj. Expense Ratio
- 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
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