Kinetics The Global Fund

Scorecard
3 / 5 Stars
Lipper
3 2 2 1 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

#117 in World Stock

U.S. News evaluated 304 World Stock 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 19.73 percent over the past year, 8.43 percent over the past three years, 24.60 percent over the past five years, and 6.00 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.2%
1 Year 19.7%
3 Years (Annualized) 8.4%
5 Years (Annualized) 24.6%
10 Years (Annualized) 6.0%

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Summary

The investment seeks long-term growth of capital. The fund normally invests at least 65% 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 foreign and U.S. companies listed on publicly traded exchanges in countries around the world, and in ETFs. It invests 40% or more of its net assets in companies located outside of the U.S. and invests in a least 3 countries, which may include the U.S. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Kinetics The Global 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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