A sound investment process and strong management team underpin Kinetics Small Cap Opportunities No Load's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 124.28 / 1.21 %
- Total Assets 447.3 Mil
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Adj. Expense Ratio
- Expense Ratio 1.640%
- Distribution Fee Level High
- Share Class Type No Load
- Category Small Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 3%
Morningstar’s Analysis KSCOX
Will KSCOX outperform in future?
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