Kinetics The Global Fund (WWWEX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WWWEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WWWEX
WWWEX charges 1.39% annually. There are 496 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | WWWEX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | WWWEX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | WWWEX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | WWWEX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | WWWEX vs FYMIX |
Best Risk-Adjusted Alternatives to WWWEX
WWWEX has a PortfoliosLab risk / return rank of 4. There are 537 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | WWWEX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | WWWEX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | WWWEX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | WWWEX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | WWWEX vs FSRRX |
Top Performing WWWEX Alternatives (YTD)
WWWEX is at 4.86% YTD. There are 374 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | WWWEX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | WWWEX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | WWWEX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | WWWEX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | WWWEX vs MHELX |
Lowest Volatility Alternatives to WWWEX
WWWEX has 17.33% 1-year volatility. There are 532 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | WWWEX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | WWWEX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | WWWEX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | WWWEX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | WWWEX vs CSTAX |
Lowest Drawdown Alternatives to WWWEX
WWWEX has a 1-year max drawdown of -13.86%. There are 534 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | WWWEX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | WWWEX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | WWWEX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | WWWEX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | WWWEX vs CSTAX |
Other Mutual Funds from Kinetics
The 7 most viewed Kinetics mutual funds shown here include KSCOX, WWNPX, KMKAX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | Small Cap Growth Equities | 13 | 22.78% | — | Mar 2000 | WWWEX vs KSCOX | |
| Kinetics Paradigm Fund | Mid Cap Growth Equities | 8 | 23.11% | — | Dec 1999 | WWWEX vs WWNPX | |
| Kinetics Market Opportunities Fund | Mid Cap Growth Equities | 7 | 14.25% | — | Jan 2006 | WWWEX vs KMKAX | |
| Kinetics Market Opportunities Fund No Load Class | Mid Cap Growth Equities | 7 | 14.42% | — | Jan 2006 | WWWEX vs KMKNX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | Small Cap Growth Equities | 13 | 22.61% | — | Dec 2001 | WWWEX vs KSOAX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | Mid Cap Growth Equities | 15 | 34.57% | — | May 2007 | WWWEX vs LSHAX | |
| Kinetics Internet No Load | Technology Equities | 0 | -8.22% | — | Oct 1996 | WWWEX vs WWWFX |
Often Compared With WWWEX
Investors most often compare WWWEX with GQRPX, FSELX, VT. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare WWWEX with Any Fund or Stock
Compare WWWEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WWWEX with funds that move differently
Kinetics The Global Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WWWEX.
Explore WWWEX Diversifiers