Kinetics Global Fund Quote
| KGLCX Fund | USD 15.01 0.30 1.96% |
PerformanceWeak
| Odds Of DistressLow
|
Kinetics Global is trading at 15.01 as of the 21st of March 2025; that is 1.96 percent decrease since the beginning of the trading day. The fund's open price was 15.31. Kinetics Global has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund is a diversified fund that invests all of its investable assets in the Global Portfolio, a series of Kinetics Portfolios Trust. The Global Portfolio invests at least 65 percent of its net assets plus any borrowings for investment purposes in common stocks, ETFs, convertible securities, warrants and other equity securities having the characteristics of common stocks of foreign and U.S. More on Kinetics Global Fund
Moving together with Kinetics Mutual Fund
Kinetics Mutual Fund Highlights
| Thematic Idea | World Allocation Funds (View all Themes) |
| Fund Concentration | Kinetics Funds, Large Funds, Allocation--50% to 70% Equity Funds, World Allocation Funds, Allocation--50% to 70% Equity, Kinetics, Large, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
Kinetics Global Fund [KGLCX] is traded in USA and was established 21st of March 2025. Kinetics Global is listed under Kinetics category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Kinetics family. The entity is thematically classified as World Allocation Funds. This fund now has accumulated 14.27 M in assets with no minimum investment requirementsKinetics Global is currently producing year-to-date (YTD) return of 2.8% with the current yeild of 0.0%, while the total return for the last 3 years was 24.29%.
Check Kinetics Global 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 Global Fund 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 Global Fund Mutual Fund Constituents
| FNV | Franco Nevada | Stock | Materials | |
| BA | The Boeing | Stock | Industrials | |
| CACI | CACI International | Stock | Information Technology | |
| CBOE | Cboe Global Markets | Stock | Financials | |
| CME | CME Group | Stock | Financials | |
| GBTC | Grayscale Bitcoin Trust | Etf | Digital Assets | |
| MSB | Mesabi Trust | Stock | Materials | |
| TPL | Texas Pacific Land | Stock | Energy |
Kinetics Global Risk Profiles
| Mean Deviation | 0.9945 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.7 | |||
| Risk Adjusted Performance | (0.02) |
Kinetics Global Against Markets
Other Information on Investing in Kinetics Mutual Fund
Kinetics Global 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 Global security.
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