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Kinetics Spin-Off and Corp Rest Adv A LSHAX

Quantitative rating as of
NAV / 1-Day Return
26.19  /  0.80 %
Total Assets
36.3 Mil
Adj. Expense Ratio
1.500%
Expense Ratio
1.680%
Distribution Fee Level
High
Share Class Type
Front Load
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.10%
Turnover
1%

Morningstar’s Analysis LSHAX

Will LSHAX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Kinetics Spin-Off and Corp Rest 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 most expensive quintile among peers.

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