Kinetics Spin Off And Fund Quote
| LSHEX Fund | USD 45.67 1.52 3.44% |
Performance32 of 100
| Odds Of DistressLess than 10
|
Kinetics Spin is trading at 45.67 as of the 22nd of November 2024; that is 3.44 percent up since the beginning of the trading day. The fund's open price was 44.15. Kinetics Spin has less than a 10 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. Equity ratings for Kinetics Spin Off And are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of May 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund will pursue its investment objective by investing at least 80 percent of its net assets 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. More on Kinetics Spin Off And
Moving together with Kinetics Mutual Fund
Kinetics Mutual Fund Highlights
| Fund Concentration | Kinetics Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Kinetics, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
Kinetics Spin Off And [LSHEX] is traded in USA and was established 22nd of November 2024. Kinetics Spin is listed under Kinetics category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Kinetics family. This fund now has accumulated 11.72 M in assets with no minimum investment requirementsKinetics Spin Off is currently producing year-to-date (YTD) return of 100.0% with the current yeild of 0.0%, while the total return for the last 3 years was 32.87%.
Check Kinetics Spin 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 Spin Off And 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.
Top Kinetics Spin Off And Mutual Fund Constituents
| IEP | Icahn Enterprises LP | Stock | Industrials | |
| AVNS | Avanos Medical | Stock | Health Care | |
| AC | Associated Capital Group | Stock | Financials | |
| AMKBY | AP Moeller Maersk AS | Pink Sheet | Marine Shipping | |
| CABO | Cable One | Stock | Communication Services | |
| CSWC | Capital Southwest | Stock | Financials | |
| CSWI | CSW Industrials | Stock | Industrials | |
| GE | GE Aerospace | Stock | Industrials |
Kinetics Spin Off Risk Profiles
| Mean Deviation | 1.22 | |||
| Semi Deviation | 1.08 | |||
| Standard Deviation | 1.71 | |||
| Variance | 2.94 |
Kinetics Spin Against Markets
Other Information on Investing in Kinetics Mutual Fund
Kinetics Spin 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 Spin security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |