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Morningstar

Kinetics Spin-Off and Corp Rest Adv C LSHCX

Morningstar Analyst Rating
Quantitative rating as of | See Kinetics Investment Hub
  • NAV / 1-Day Return 21.47  /  1.75 %
  • Total Assets 31.1 Mil
  • Adj. Expense Ratio
    2.250%
  • Expense Ratio 2.430%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 1%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis LSHCX

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

People Pillar

The People Pillar is our evaluation of the LSHCX 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 LSHCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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