Kinetics Spin-Off and Corp Rest Adv A (LSHAX)
- Previous Close
27.48 - YTD Return 48.10%
- Expense Ratio 1.63%
- Category Mid-Cap Growth
- Last Cap Gain 68.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 30.51M
- Beta (5Y Monthly) 0.77
- Yield 0.09%
- 5y Average Return --
- Holdings Turnover 1.00%
- Last Dividend 0.03
- Inception Date Jul 11, 2007
The fund will pursue its investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of spin-off companies, companies subject to other forms of corporate restructuring, parents of any such companies, and publicly traded shareholder activist holding companies which, by way of their shareholder ownership in other companies, have caused such other companies to undergo spin-offs and other forms of corporate restructurings. It may invest in any size company, including small- and medium-sized companies. The fund is non-diversified.
Kinetics
Fund Family
Mid-Cap Growth
Fund Category
30.51M
Net Assets
2007-07-11
Inception Date
Performance Overview: LSHAX
View MoreTrailing returns as of 8/28/2024. Category is Mid-Cap Growth.