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Kinetics Paradigm Adv C (KNPCX)

148.09 +5.56 (+3.90%)
At close: 8:00 PM EST
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DELL
  • Previous Close 142.53
  • YTD Return 88.84%
  • Expense Ratio 2.39%
  • Category Mid-Cap Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 1.32B
  • Beta (5Y Monthly) 0.79
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 0.00%
  • Last Dividend 0.03
  • Inception Date May 27, 2005

The fund is a non-diversified fund that invests all of its investable assets in the Paradigm Portfolio, a series of Kinetics Portfolios Trust. The Paradigm Portfolio invests at least 65% of its net assets in common stocks, ETFs, convertible securities, warrants, and other equity securities having the characteristics of common stocks (such as American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs") and International Depositary Receipts ("IDRs")) of U.S. and foreign companies that the Investment Adviser believes are undervalued. The fund is non-diversified.

Kinetics

Fund Family

Mid-Cap Growth

Fund Category

1.32B

Net Assets

2005-05-27

Inception Date

Performance Overview: KNPCX

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Trailing returns as of 11/20/2024. Category is Mid-Cap Growth.

YTD Return

KNPCX
88.84%
Category
10.80%
?

1-Year Return

KNPCX
79.61%
Category
48.17%
?

3-Year Return

KNPCX
24.53%
Category
21.26%
?

5-Year Return

KNPCX
25.88%
Category
20.18%
?

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Holdings: KNPCX

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Top 10 Holdings (91.21% of Total Assets)

SymbolCompany% Assets
TPL
Texas Pacific Land Corporation 65.62%
GBTC
Grayscale Bitcoin Trust ETF ETF 11.09%
BN.TO
Brookfield Corporation 3.12%
LYV
Live Nation Entertainment, Inc. 2.48%
CACI
CACI International Inc 2.12%
FNV.TO
Franco-Nevada Corporation 2.09%
HHH
Howard Hughes Holdings Inc. 1.88%
CBOE
Cboe Global Markets, Inc. 1.13%
AC
Associated Capital Group, Inc. 0.95%
BAM.TO
Brookfield Asset Management Ltd. 0.73%

Sector Weightings

Recent News: KNPCX

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Research Reports: KNPCX

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