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Kinetics Small Cap Opportunities No Load (KSCOX)

189.64
+0.76
+(0.40%)
At close: 8:04:18 PM EDT
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  • Previous Close 188.88
  • YTD Return 8.65%
  • Expense Ratio 1.64%
  • Category Small Growth
  • Last Cap Gain 64.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 553.18M
  • Beta (5Y Monthly) 0.96
  • Yield 1.57%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 2.94
  • Inception Date Mar 20, 2000

The fund is a non-diversified fund that invests all of its investable assets in the Small Cap Portfolio, a series of Kinetics Portfolios Trust. The Small Cap Portfolio 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 (such as American Depositary Receipts, Global Depositary Receipts and International Depositary Receipts) of U.S. and foreign small capitalization companies that provide attractive valuation opportunities. The fund is non-diversified.

Kinetics

Fund Family

Small Growth

Fund Category

553.18M

Net Assets

2000-03-20

Inception Date

Performance Overview: KSCOX

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Trailing returns as of 5/6/2025. Category is Small Growth.

YTD Return

KSCOX
8.65%
Category
12.40%
 

1-Year Return

KSCOX
73.22%
Category
55.69%
 

3-Year Return

KSCOX
25.35%
Category
19.34%
 

5-Year Return

KSCOX
31.95%
Category
20.72%
 

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Holdings: KSCOX

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Sector Weightings

SectorKSCOX
Energy   74.70%
Technology   6.05%
Real Estate   3.24%
Industrials   0.55%
Utilities   0.39%
Healthcare   0.00%

Recent News: KSCOX

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Research Reports: KSCOX

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