Kinetics Mutual Funds List
Here you can find all mutual funds issued by Kinetics and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 8
- Avg. Expense Ratio
- 1.62%
- Avg. 1 Year Return
- -0.78%
- Avg. 5 Year Return
- 13.56%
- Median Risk/Return Score
- 3 / 100
Kinetics Mutual Funds List
8 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kinetics Market Opportunities Fund | Mid Cap Growth Equities | Jan 31, 2006 | 1.65% | 11.15% | 19.20% | 0.55% | 2 | ||||||||
| Kinetics Market Opportunities Fund No Load Class | Mid Cap Growth Equities | Jan 31, 2006 | 1.40% | 11.27% | 19.50% | 0.59% | 2 | ||||||||
| Kinetics Small Cap Opportunities Fund | Small Cap Growth Equities | Mar 20, 2000 | 1.64% | 17.29% | 19.22% | 0.15% | 3 | ||||||||
| Kinetics Small Capital Opportunities Advisor Fund ... | Small Cap Growth Equities | Dec 31, 2001 | 1.89% | 17.17% | 18.92% | 0.00% | 3 | ||||||||
| Kinetics Spin-Off and Corporate Restructuring Fund | Mid Cap Growth Equities | May 4, 2007 | 1.68% | 25.65% | 16.96% | 9.22% | 3 | ||||||||
| Kinetics Paradigm Fund | Mid Cap Growth Equities | Dec 31, 1999 | 1.64% | 18.58% | 18.17% | 6.92% | 2 | ||||||||
| Kinetics The Global Fund | Diversified Portfolio | Dec 30, 1999 | 1.39% | 5.54% | 15.60% | 2.45% | 3 | ||||||||
| Kinetics Internet No Load | Technology Equities | Oct 21, 1996 | 1.71% | -3.94% | 15.29% | 1.88% | 1 |
Explore top Kinetics Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Kinetics Mutual funds by Risk/Return Score
The top Kinetics Mutual funds by PortfoliosLab Risk/Return Score are KSCOX (3) and KSOAX (3).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 3 | — | Mar 2000 | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 3 | — | Dec 2001 | |
| Kinetics The Global Fund | 3 | — | Dec 1999 | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 3 | — | May 2007 | |
| Kinetics Market Opportunities Fund No Load Class | 2 | — | Jan 2006 |
Best-Performing Kinetics Mutual funds Over 5 Years
The top Kinetics Mutual funds is KMKNX (15.21%).
Across the lineup, Kinetics Mutual funds show an average 1-year return of -0.78% and an average 5-year return of 13.56%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Kinetics Market Opportunities Fund No Load Class | 15.21% | — | Jan 2006 | |
| Kinetics Market Opportunities Fund | 14.93% | — | Jan 2006 | |
| Kinetics Small Cap Opportunities Fund | 14.25% | — | Mar 2000 | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 13.96% | — | Dec 2001 | |
| Kinetics Paradigm Fund | 13.92% | — | Dec 1999 |
Lowest-Cost Kinetics Mutual funds
The top Kinetics Mutual funds is WWWEX (1.39%).
With an average expense ratio of 1.62%, Kinetics Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Kinetics The Global Fund | 1.39% | — | Dec 1999 | |
| Kinetics Market Opportunities Fund No Load Class | 1.40% | — | Jan 2006 | |
| Kinetics Paradigm Fund | 1.64% | — | Dec 1999 | |
| Kinetics Small Cap Opportunities Fund | 1.64% | — | Mar 2000 | |
| Kinetics Market Opportunities Fund | 1.65% | — | Jan 2006 |
Highest-Yield Kinetics Mutual funds
The top Kinetics Mutual funds is LSHAX (9.22%).
Across the lineup, Kinetics Mutual funds show an average dividend yield of 2.72%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 9.22% | — | May 2007 | |
| Kinetics Paradigm Fund | 6.92% | — | Dec 1999 | |
| Kinetics The Global Fund | 2.45% | — | Dec 1999 | |
| Kinetics Internet No Load | 1.88% | — | Oct 1996 | |
| Kinetics Market Opportunities Fund No Load Class | 0.59% | — | Jan 2006 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
KSCOX vs. VGIAXKSCOX vs. GVLUKSCOX vs. SGGKYKSCOX vs. VTMSXKSCOX vs. FBGRXWWNPX vs. SPYWWNPX vs. SMHWWNPX vs. FSELXWWNPX vs. FSHOXWWNPX vs. SWPPXWWWEX vs. GQRPXWWWEX vs. FSELXWWWEX vs. VTWWWEX vs. PRPFXWWWEX vs. INFLKMKAX vs. ONERXKMKAX vs. FSELXKMKAX vs. HFMDXKMKAX vs. GQEPXKMKAX vs. FSPTXKMKNX vs. FCGSXKMKNX vs. XMMOKMKNX vs. QQQKMKNX vs. SWPPXKMKNX vs. SHLDKSOAX vs. XLKKSOAX vs. ^GSPCKSOAX vs. WBSIXKSOAX vs. FGROXKSOAX vs. BSCFXLSHAX vs. SCHGLSHAX vs. FCNTXLSHAX vs. VUGLSHAX vs. VIGAXLSHAX vs. HMDYXWWWFX vs. ARKVXWWWFX vs. ALTEXWWWFX vs. FELIXWWWFX vs. FELAXWWWFX vs. FDCPX