Kinetics Market Opportunities Fund (KMKAX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KMKAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KMKAX
KMKAX charges 1.65% annually. There are 155 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | KMKAX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | KMKAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | KMKAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | KMKAX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | KMKAX vs VMFGX |
Best Risk-Adjusted Alternatives to KMKAX
KMKAX has a PortfoliosLab risk / return rank of 5. There are 121 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | KMKAX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | KMKAX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | KMKAX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | KMKAX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | KMKAX vs POAGX |
Top Performing KMKAX Alternatives (YTD)
KMKAX is at 13.57% YTD. There are 46 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | KMKAX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | KMKAX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | KMKAX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | KMKAX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | KMKAX vs POAGX |
Lowest Volatility Alternatives to KMKAX
KMKAX has 24.26% 1-year volatility. There are 146 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | KMKAX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | KMKAX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | KMKAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | KMKAX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | KMKAX vs VLIFX |
Lowest Drawdown Alternatives to KMKAX
KMKAX has a 1-year max drawdown of -20.20%. There are 146 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | KMKAX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | KMKAX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | KMKAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | KMKAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | KMKAX vs SECUX |
Other Mutual Funds from Kinetics
The 6 most viewed Kinetics mutual funds shown here include KSCOX, WWNPX, WWWEX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | Small Cap Growth Equities | 7 | 22.04% | — | Mar 2000 | KMKAX vs KSCOX | |
| Kinetics Paradigm Fund | Mid Cap Growth Equities | 5 | 22.16% | — | Dec 1999 | KMKAX vs WWNPX | |
| Kinetics The Global Fund | Diversified Portfolio | 3 | 4.61% | — | Dec 1999 | KMKAX vs WWWEX | |
| Kinetics Market Opportunities Fund No Load Class | Mid Cap Growth Equities | 5 | 13.74% | — | Jan 2006 | KMKAX vs KMKNX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | Small Cap Growth Equities | 7 | 21.89% | — | Dec 2001 | KMKAX vs KSOAX | |
| Kinetics Internet No Load | Technology Equities | 1 | -7.90% | — | Oct 1996 | KMKAX vs WWWFX |
Often Compared With KMKAX
Investors most often compare KMKAX with ONERX, GQEPX, HFMDX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare KMKAX with Any Fund or Stock
Compare KMKAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KMKAX with funds that move differently
Kinetics Market Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KMKAX.
Explore KMKAX Diversifiers