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Kinetics Spin-Off and Corp Rest Instl LSHUX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Kinetics Investment Hub

Morningstar’s Analysis LSHUX

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

  • People Pillar

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

Ceasing Coverage of Kinetics Spin-Off and Corporate Restructuring

null Tony Thomas

Tony Thomas

Analyst Note

Morningstar will cease full analyst coverage of Kinetics Spin-Off and Corporate Restructuring on or about May 31, 2024, so our analysts can spend more time researching other strategies. In the future, this strategy will receive an algorithmically assigned Morningstar Medalist Rating. Users should form their own views on this strategy or obtain financial advice.

by Tony Thomas
Published on

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