3 / 5 Stars
5 5 3 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#12 in Small Blend
U.S. News evaluated 229 Small Blend 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 28.60 percent over the past year, 21.84 percent over the past three years, 19.33 percent over the past five years, and 10.14 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.7%|
|3 Years (Annualized)||21.8%|
|5 Years (Annualized)||19.3%|
|10 Years (Annualized)||10.1%|
The investment seeks long-term growth of capital. The fund 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 small capitalization companies that provide attractive valuation opportunities. 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 Above Average compared to funds in the same category.
Kinetics Small Cap Opportunities Fund has an expense ratio of 1.89 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.