KSOAX Rating, Research - Kinetics Small Cap Opportunities Adv A

Kinetics Small Cap Opportunities Adv A (ksoax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 2

Threats + Weaknesses = 0

When strengths & opportunities substantially exceed threats & weaknesses an investment in the ksoax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Kinetics Small Cap Opportunities Adv A (KSOAX) Description: KSOAX is a mutual fund, which is an investment that owns a basket of assets. The KSOAX mutual fund was provided by Kinetics and this investment vehicle derives the majority of its value from equity holdings (stocks). Kineticss mutual fund has a long management tenure and is in the small fund size classification. KSOAXs minimum initial investment amount is $2500 while the IRA minimum is $2500. KSOAXs expense ratio is roughly 2%. The latest KSOAXs front end load was 6% and the back end load was 0%. The Kinetics Small Cap Opportunities Adv A (KSOAX) mutual fund falls under the world stock category. KSOAX focuses its investments in EU and USA and KSOAX is not affiliated with a particular industry or fund sector. The Kinetics Small Cap Opportunities Adv A (KSOAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find KSOAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of KSOAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update


Management Analysis Update

The ksoax fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update