Kinetics Small is trading at 201.47 as of the 15th of February 2026; that is 3.75 percent up since the beginning of the trading day. The fund's open price was 194.18. Kinetics Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 17th of November 2025 and ending today, the 15th of February 2026. 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. The Small Cap Portfolio invests at least 80 percent of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. More on Kinetics Small Cap
Kinetics Small Cap [KSCYX] is traded in USA and was established 15th of February 2026. Kinetics Small is listed under Kinetics category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Kinetics family. The entity is thematically classified as Small Growth Funds. This fund now has accumulated 496.33 M in assets with minimum initial investment of 1000 K. Kinetics Small Cap is currently producing year-to-date (YTD) return of 22.26% with the current yeild of 0.0%, while the total return for the last 3 years was 20.38%.
Check Kinetics Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Kinetics Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Kinetics Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Kinetics Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
The fund generated five year return of 21.0%. Kinetics Small Cap maintains about 6.32% of assets in cash. This fund last dividend was 0.35 per share. Large To find out more about Kinetics Small Cap contact the company at 800-930-3828.
The fund maintains about 6.32% of its assets in cash
Kinetics Small Thematic Classifications
In addition to having Kinetics Small mutual fund in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Small Growth FundsFunds with small to mid capitalization growth equities
Institutional Mutual Fund Holders for Kinetics Small
Have you ever been surprised when a price of an equity instrument such as Kinetics Small is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Kinetics Small Cap backward and forwards among themselves. Kinetics Small's institutional investor refers to the entity that pools money to purchase Kinetics Small's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Kinetics Small's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.
Kinetics Small Outstanding Bonds
Kinetics Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Kinetics Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Kinetics bonds can be classified according to their maturity, which is the date when Kinetics Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Kinetics Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Kinetics Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Kinetics Small's time-series forecasting models are one of many Kinetics Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Kinetics Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Other Information on Investing in Kinetics Mutual Fund
Kinetics Small financial ratios help investors to determine whether Kinetics Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Kinetics with respect to the benefits of owning Kinetics Small security.
