Kinetics Mutual Fund Quote


USD 111.99  3.68  3.40%   

Market Performance
6 of 100
Odds Of Distress
Less than 36
Kinetics Small is trading at 111.99 as of the 5th of October 2022; that is 3.40 percent increase since the beginning of the trading day. The fund's open price was 108.31. Kinetics Small has about a 36 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Kinetics Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of October 2021 and ending today, the 5th of October 2022. Click here to learn more.
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. Kinetics Small is traded on NASDAQ Exchange in the United States. More on Kinetics Small Cap

Moving together with Kinetics Small

+0.75CVXChevron Corp TrendingPairCorr
+0.65DISWalt Disney Fiscal Year End 9th of November 2022 PairCorr
Kinetics Small Cap cannot be verified against its exchange. Apparently, Kinetics Small is not available for investing at the moment. Please verify the symbol is currently traded on NASDAQ Exchange. If you still believe the symbol you are trying to look up is valid please let us know and we will check it as soon as possible.

Kinetics Small Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Kinetics Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Kinetics Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
The fund maintains 95.53% of its assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Kinetics Small's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Not RatedUndervalued
Startdate20th of March 2000
Kinetics Small Cap [KSCOX] is traded in USA and was established 5th of October 2022. The fund is listed under Small Growth category and is part of Kinetics family. Kinetics Small Cap now has accumulated 259.56 M in assets with no minimum investment requirements, while the total return for the last 3 years was 8.56%.
Check Kinetics Small Probability Of Bankruptcy

Kinetics Small Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Kinetics Small market risk premium is the additional return an investor will receive from holding Kinetics Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Kinetics Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Kinetics Small's alpha and beta are two of the key measurements used to evaluate Kinetics Small's performance over the market, the standard measures of volatility play an important role as well.

Kinetics Small Against Markets

Picking the right benchmark for Kinetics Small mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Kinetics Small mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Kinetics Small is critical whether you are bullish or bearish towards Kinetics Small Cap at a given time.
Kinetics Small Cap cannot be verified against its exchange. Apparently, Kinetics Small is not available for investing at the moment. Please verify the symbol is currently traded on NASDAQ Exchange. If you still believe the symbol you are trying to look up is valid please let us know and we will check it as soon as possible.

Try Other Fund Suggestions

Be your own money manager

Our tools can tell you how much better you can do entering a position in Kinetics Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Watchlist Optimization Now


Watchlist Optimization

Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
All  Next Launch Module

Invested in Kinetics Small Cap?

The danger of trading Kinetics Small Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Kinetics Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Kinetics Small. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Kinetics Small Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please see Correlation Analysis. You can also try Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for analysis

When running Kinetics Small Cap price analysis, check to measure Kinetics Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Kinetics Small is operating at the current time. Most of Kinetics Small's value examination focuses on studying past and present price action to predict the probability of Kinetics Small's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Kinetics Small's price. Additionally, you may evaluate how the addition of Kinetics Small to your portfolios can decrease your overall portfolio volatility.
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
CEO Directory
Screen CEOs from public companies around the world
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Please note, there is a significant difference between Kinetics Small's value and its price as these two are different measures arrived at by different means. Investors typically determine Kinetics Small value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Kinetics Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.