| 85.33 Net Asset Value | +0.13% 1 Day | +923.14% Year-to-Date | Overall Morningstar Rating |
| World allocation Style or Category | No Load Sales Expenses | 2.10% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -0.32% | 3 years | +4.07% | |
| 3 months | +0.27% | 5 years | -2.48% | |
| 1 year | +6.56% | Since inception | -1.55% |
| KWINX | Category | |
|---|---|---|
| Performance 5-yr return | -2.48% | +3.45% |
| Expense ratio | 2.10% | 1.46% |
| Risk 5 year sharpe ratio | -0.11 | 0.26 |
| Net assets | $18.0M | $2.7B |
| Average market cap | -- | $34.2B |
| Average P/E | -- | 13.9 |
| Portfolio turnover | 56% | 56% |
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| Fund family | Kinetics |
| Fund manager & tenure | Murray Stahl / 2 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 56.17% |
| Utilities | 31.17% |
| Hardware | 6.39% |
| Consumer goods | 3.17% |
| Business service | 1.61% |
| CSJ iShares Barclays 1-3 Year Credit Bond | 20.31% |
| SCPB SPDR Barclays Capital Short Term Corp Bd | 6.17% |
| -- FHLMC 0.495% | 2.51% |
| -- Icahn Enterprises Lp/Corp Cv FRN | 2.01% |
| -- Dr Pepper Snapple Grp 2.9% | 1.77% |
| -- Kellogg 1.125% | 1.69% |
| -- General Elec Cap Corp Mtn Be 1% | 1.68% |
| -- Mckesson Corp New 0.95% | 1.68% |
| -- Amazon Com 0.65% | 1.67% |
| -- At&T 0.8% | 1.67% |
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