40.66 Net Asset Value | +1.45% 1 Day | -8.09% Year-to-Date | Overall Morningstar Rating |
Large growth Style or Category | No Load Sales Expenses | 2.62% Expense Ratio | High Morningstar Risk Rating™ |
1 month | -0.39% | 3 years | +10.47% | |
3 months | -6.96% | 5 years | +12.29% | |
1 year | +36.93% | Since inception | +9.46% |
KINCX | Category | |
---|---|---|
Performance 5-yr return | +12.29% | +13.81% |
Expense ratio | 2.62% | 1.10% |
Risk 5 year sharpe ratio | 0.70 | 1.18 |
Net assets | $143.9M | $3.6B |
Average market cap | $13.4B | $149.6B |
Average P/E | 23.4 | 27.1 |
Portfolio turnover | 44% | 44% |
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Fund family | Kinetics |
Fund manager & tenure | Murray Stahl / 18 Years |
Minimal initial investment | $2,500.00 |
Minimum IRA investment | $2,500.00 |
Fixed income | 42.73% |
U.S. stock | 37.04% |
Cash | 18.34% |
International stock | 1.89% |
Other | 0.00% |
Media | 23.66% |
Telecommunication | 19.99% |
Financial service | 16.48% |
Business service | 8.88% |
Hardware | 5.47% |
GBTC Bitcoin Investment Trust | 26.53% |
SATS EchoStar Corp | 3.30% |
LSXMK Liberty Media Corp | 2.81% |
PYPL PayPal Holdings Inc | 2.74% |
GOOGL Google | 2.49% |
GOOG Google | 2.47% |
CACI CACI International Inc | 2.28% |
MSG Madison Square Garden Co | 2.04% |
OTCM OTC Markets Group Inc | 2.01% |
CPRT Copart Inc | 1.84% |