Kinetics Paradigm Instl
16 New Broadway Sleepy Hollow NY 10591
Map
Phone: 800-930-3828
| Category: | Large Growth | | Fund Family: | Kinetics | | Net Assets: | 643.43M | | Year-to-Date Return: | -22.28% | | Yield: | 0.70% | | Morningstar Rating: |  | | Fund Inception Date: | 27-May-05 |
|
Peter B. Doyle
Lead Manager since
31-Dec-01 | | | Doyle is the Chief Investment Strategist for Kinetics Asset Management and the founder of both Kinetics Asset Management and Horizon Asset Management. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000,000 | | Min Subsequent Investment: | $100,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100,000 |
|
| |
| The investment seeks long-term growth of capital. The fund normally invests at least 65% of total assets in common stocks, convertible securities, warrants and other equity securities, such as ADRs and International Depositary Receipts, of U.S. and foreign companies. It may also invest up to 20% of total assets in convertible and nonconvertible debt securities below investment grade, also known as junk bonds, or unrated securities, which the investment adviser has determined to be of comparable quality. The fund is nondiversified. |
| Last Dividend
(27-Dec-07):
| 0.17 | | Last Cap Gain
(27-Dec-07):
| 0.13 | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 98.99% |
|
| Expense | KNPYX | Category
Avg | | Total Expense Ratio: | 1.48%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$500 | $623 | | 5 Yr Expense Projection*: |
$872 | $956 | | 10 Yr Expense Projection*: |
$1,920 | $1,887 |
|
|
0.29% Nasdaq 
0.14%
Profile
