| 32.90 Net Asset Value | +0.58% 1 Day | +30.71% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 1.96% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | -1.29% | 3 years | +18.07% | |
| 3 months | +12.67% | 5 years | +6.08% | |
| 1 year | +49.48% | Since inception | +10.25% |
| KSCOX | Category | |
|---|---|---|
| Performance 5-yr return | +6.08% | +7.67% |
| Expense ratio | 1.96% | 1.34% |
| Risk 5 year sharpe ratio | 0.29 | 0.38 |
| Net assets | $154.3M | $764.6M |
| Average market cap | $1.9B | $2.0B |
| Average P/E | 19.0 | 17.8 |
| Portfolio turnover | 22% | 22% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Kinetics |
| Fund manager & tenure | Peter Doyle / 13 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 27.82% |
| Industrial materials | 25.01% |
| Business service | 15.19% |
| Consumer goods | 9.68% |
| Energy | 7.59% |
| IEP Icahn Enterprises LP | 7.72% |
| JAH Jarden Corporation | 6.97% |
| HHC Howard Hughes Corp | 5.84% |
| WEN Wendy's Co Class A | 5.72% |
| DWA Dreamworks Animation SKG, Inc. | 5.69% |
| -- Dundee Corporation Class A | 4.94% |
| LYV Live Nation Entertainment, Inc. | 4.78% |
| TPL Texas Pacific Land Trust | 4.63% |
| ASCMA Ascent Capital Group Inc | 4.55% |
| BRP Brookfield Residential Properties Inc | 4.55% |
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