KSCYX : Kinetics Small Capital Opportunities Fund Class Institutional

KSCYX is a US Stocks Market Small Growth with HIGH fees.

KSCYX

Kinetics Small Capital Opportunities Fund Class Institutional

FI Score

24 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

24% FI Score
  • kscyx
  • Mutual Fund
  • US Stocks
  • Small Growth

Kinetics Small Capital Opportunities Fund Class Institutional

Expenses: 1.44% (Better than 0% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. 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.

Largest Holdings

Amount Holding
29.51% Texas Pacific Land Trust
9.56% DREAM Unlimited Corp Class A
8.89% Icahn Enterprises LP
7.69% CACI International Inc Class A
4.15% Partners Value Investments LP Unit
3.75% Live Nation Entertainment Inc
3.54% Associated Capital Group Inc Class A
3.30% The Wendy's Co Class A
2.96% The Howard Hughes Corp
2.46% Rubis SCA
2.08% Inter Parfums Inc
1.44% Cookpad Inc
1.42% Grayscale Bitcoin Trust (BTC)
0.97% Onex Corp
0.87% Civeo Corp
0.65% Dundee Corp Class A
0.64% Partners Value Invts Lp 4.5%
0.60% Urbana Corp A
0.58% RIT Capital Partners Ord
0.46% Partners Value Invts ([Wts/Rts])
0.38% Crimson Wine Group Ltd
0.36% Braemar Shipping Services PLC
0.35% Dorman Products Inc
0.31% Colfax Corp
0.24% Permian Basin Royalty Trust

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