4 / 5 Stars
4 2 2 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#34 in World Stock
U.S. News evaluated 306 World Stock 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 29.66 percent over the past year, 13.04 percent over the past three years, 21.13 percent over the past five years, and 9.18 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.7%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||21.1%|
|10 Years (Annualized)||9.2%|
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 (such as ADRs, GDRs and IDRs) of U.S. and foreign companies, and in ETFs. 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 Paradigm Fund has an expense ratio of 1.89 percent.
Risk is High compared to funds in the same category according to Morningstar.