Kinetics Medical Fund

Scorecard
2 / 5 Stars
Lipper
2 2 4 1 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
A- (Buy)

#25 in Health

U.S. News evaluated 34 Health Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 29.47 percent over the past year, 19.14 percent over the past three years, 19.10 percent over the past five years, and 9.78 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 4.8%
1 Year 29.5%
3 Years (Annualized) 19.1%
5 Years (Annualized) 19.1%
10 Years (Annualized) 9.8%

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Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries, generally, with an emphasis toward companies engaged in cancer research and drug development. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Kinetics Medical Fund has an expense ratio of 1.64 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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