Nasdaq - Delayed Quote USD

Kinetics Spin-Off and Corp Rest Instl (LSHUX)

21.15 +0.02 (+0.09%)
At close: 8:06 AM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
25
Min Initial Investment, AIP
25
Min Subsequent Investment
2,500
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • TradeStation Securities
  • UBS Financial Services Inc
  • Comerica Bank
  • Schwab Institutional
  • Raymond James
  • Sterne, Agee & Leach, Inc.,
  • Scottrade NTF
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • Met Life Resources MFSP Alliance List
  • Securities America Advisors
  • H Beck Inc.
  • Securities America Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)

Fund Summary

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.

Fund Overview

Category Mid-Cap Growth
Fund Family Kinetics
Net Assets 21.89M
YTD Return 7.22%
Yield 0.46%
Morningstar Rating
Inception Date May 04, 2007

Performance & Risk

YTD Return 13.95%
5y Average Return 16.57%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.73
Morningstar Risk Rating

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