Kinetics Spin Off And Fund Quote
| LSHEX Fund | USD 37.78 2.34 5.83% |
PerformanceModest
| Odds Of DistressLow
|
Kinetics Spin-off is trading at 37.78 as of the 21st of March 2025; that is 5.83 percent down since the beginning of the trading day. The fund's open price was 40.12. Kinetics Spin-off has about a 21 % 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 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
| Thematic Idea | Corporate Bonds Funds (View all Themes) |
| Fund Concentration | Kinetics Funds, Large Funds, Miscellaneous Sector Funds, Corporate Bonds Funds, Miscellaneous Sector, Kinetics, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
Kinetics Spin Off And [LSHEX] is traded in USA and was established 21st of March 2025. Kinetics Spin-off is listed under Kinetics category by Fama And French industry classification. The fund is listed under Miscellaneous Sector category and is part of Kinetics family. The entity is thematically classified as Corporate Bonds Funds. 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 14.15% with the current yeild of 0.01%, while the total return for the last 3 years was 32.79%.
Check Kinetics Spin-off 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 | 1.96 | |||
| Semi Deviation | 3.08 | |||
| Standard Deviation | 2.67 | |||
| Variance | 7.15 |
Kinetics Spin-off Against Markets
Other Information on Investing in Kinetics Mutual Fund
Kinetics Spin-off 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-off security.
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