Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) 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 LSHAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSHAX
LSHAX charges 1.68% annually. There are 156 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 | LSHAX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | LSHAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | LSHAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | LSHAX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | LSHAX vs VMFGX |
Best Risk-Adjusted Alternatives to LSHAX
LSHAX has a PortfoliosLab risk / return rank of 7. There are 90 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 | LSHAX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | LSHAX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | LSHAX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | LSHAX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | LSHAX vs POAGX |
Top Performing LSHAX Alternatives (YTD)
LSHAX is at 33.53% YTD. There are 2 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 | LSHAX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | LSHAX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | LSHAX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | LSHAX vs POAGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 24.67% | 31.20B | Aug 1995 | LSHAX vs VHCOX |
Lowest Volatility Alternatives to LSHAX
LSHAX has 38.99% 1-year volatility. There are 162 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 | LSHAX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | LSHAX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | LSHAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | LSHAX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | LSHAX vs VLIFX |
Lowest Drawdown Alternatives to LSHAX
LSHAX has a 1-year max drawdown of -28.39%. There are 160 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 | LSHAX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | LSHAX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | LSHAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | LSHAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | LSHAX vs SECUX |
Other Mutual Funds from Kinetics
The 7 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 | LSHAX vs KSCOX | |
| Kinetics Paradigm Fund | Mid Cap Growth Equities | 5 | 22.16% | — | Dec 1999 | LSHAX vs WWNPX | |
| Kinetics The Global Fund | Diversified Portfolio | 3 | 4.61% | — | Dec 1999 | LSHAX vs WWWEX | |
| Kinetics Market Opportunities Fund | Mid Cap Growth Equities | 5 | 13.57% | — | Jan 2006 | LSHAX vs KMKAX | |
| Kinetics Market Opportunities Fund No Load Class | Mid Cap Growth Equities | 5 | 13.74% | — | Jan 2006 | LSHAX vs KMKNX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | Small Cap Growth Equities | 7 | 21.89% | — | Dec 2001 | LSHAX vs KSOAX | |
| Kinetics Internet No Load | Technology Equities | 1 | -7.90% | — | Oct 1996 | LSHAX vs WWWFX |
Often Compared With LSHAX
Investors most often compare LSHAX with SCHG, FCNTX, VIGAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LSHAX with Any Fund or Stock
Compare LSHAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSHAX with funds that move differently
Kinetics Spin-Off and Corporate Restructuring Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSHAX.
Explore LSHAX Diversifiers