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Kinetics Alternative Income Advisor A KWIAX

Quantitative rating as of
  • NAV / 1-Day Return  / 
  • Total Assets 7.4 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.21%
  • Effective Duration 2.44 years

Morningstar’s Analysis KWIAX

Will KWIAX outperform in future?

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

Summary

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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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