3 / 5 Stars
5 5 1 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 28 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.89 percent over the past year, 16.04 percent over the past three years, and 15.78 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.6%|
|3 Years (Annualized)||16.0%|
|5 Years (Annualized)||15.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests at least 65% of its net assets in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies involved in capital markets or related to capital markets, as well as companies involved in the gaming industry. It may invest up to 20% of its total assets in convertible and non-convertible debt securities rated below investment grade, also known as junk bonds, or unrated securities which the Investment Adviser has determined to be of comparable quality. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Kinetics Market Opportunities Fund has an expense ratio of 1.44 percent.
Risk is Average compared to funds in the same category according to Morningstar.