Morningstar

Kinetics Mutual Funds

View all of Kinetics’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Kinetics Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 13 of 13 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Kinetics Global Adv AKGLAXModerate Allocation—44.37%11.640%HighFront Load$2,500
Kinetics Global No LoadWWWEXModerate Allocation—44.73%11.390%HighNo Load$2,500
Kinetics Market Opportunities Adv AKMKAXMid-Cap Growth54.38%21.650%HighFront Load$2,500
Kinetics Market Opportunities Adv CKMKCXMid-Cap Growth53.76%22.150%HighLevel Load$2,500
Kinetics Market Opportunities InstKMKYXMid-Cap Growth54.89%21.200%HighInstitutional$1.0 Mil
Kinetics Market Opportunities No LoadKMKNXMid-Cap Growth54.67%21.400%HighNo Load$2,500
Kinetics Paradigm InstlKNPYXMid-Cap Growth63.14%11.440%HighInstitutional$1.0 Mil
Kinetics Paradigm No LoadWWNPXMid-Cap Growth62.90%11.640%HighNo Load$2,500
Kinetics Small Cap Opportunities Adv AKSOAXSmall Growth53.01%11.890%HighFront Load$2,500
Kinetics Small Cap Opportunities Adv CKSOCXSmall Growth52.43%12.390%HighLevel Load$2,500
Kinetics Small Cap Opportunities InstKSCYXSmall Growth53.53%11.440%HighInstitutional$1.0 Mil
Kinetics Small Cap Opportunities No LoadKSCOXSmall Growth53.30%11.640%HighNo Load$2,500
Kinetics Spin-Off and Corp Rest No LoadLSHEXMid-Cap Growth65.36%11.580%HighNo Load$2,500

Kinetics Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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