Kinetics Market Opportunities A
555 Taxter Road Suite 175 Sleepy Hollow NY 10591
Phone: 800-930-3828
| Category: | Financial | | Fund Family: | Kinetics | | Net Assets: | 16.81M | | Year-to-Date Return: | -5.28% | | Yield: | 0.05% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jan-06 |
|
Murray Stahl
Lead Manager since
31-Jan-06 | | | Stahl is the chairman, treasurer and co-founder of Horizon since 1994. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 65% of net assets in common stocks, convertible securities, warrants and other equity securities. It may invest up to 20% of total assets in convertible and non-convertible debt securities rated below investment grade or unrated securities. The fund may invest up to 35% of assets in high quality, U.S. short-term debt securities and money market instruments to maintain liquidity. It is nondiversified. |
| Last Dividend
(30-Dec-09):
| 0.01 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 202.44% |
|
| Expense | KMKAX | Category
Avg | | Total Expense Ratio: | 1.89%
| 1.76% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.11% | | Max Deferred Sales Load: | %
| 2.57% | | 3 Yr Expense Projection*: |
$1,261 | $903 | | 5 Yr Expense Projection*: |
$1,749 | $1,419 | | 10 Yr Expense Projection*: |
$3,088 | $2,700 |
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|
0.12 (1.21%)
