Kinetics Medical
16 New Broadway Sleepy Hollow NY 10591
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Phone: 800-930-3828
| Category: | Specialty-Health | | Fund Family: | Kinetics | | Net Assets: | 19.48M | | Year-to-Date Return: | 3.43% | | Yield: | 0.46% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-99 |
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Bruce P. Abel
Lead Manager since
31-Dec-01 | | | Abel is a portfolio manager with Kinetics Asset Management, his employer since 1999. Prior to joining the firm, he was employed with Brookhaven National Laboratory since 1989 where he worked researching, developing and implementing technical and scientific programs and systems in the areas of nuclear physics and computer programming, and industrial design. He has over 10 years experience in the fields of science, chemistry, physics, and engineering. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of total assets in common stocks, convertible securities, warrants and other securities such as ADRs and IDRs of U.S. and foreign companies engaged in the medical research, generally, with an emphasis toward companies engaged in cancer research and drug development. It may also invest up to 20% of total assets in convertible and nonconvertible debt securities below investment grade, or unrated securities. The fund is nondiversified. |
| Last Dividend
(27-Dec-07):
| 0.10 | | Last Cap Gain
(27-Dec-07):
| 0.69 | | Annual Holdings Turnover
| 13.00% | | Average for Category:
| 101.53% |
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| Expense | MEDRX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.67% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.30% | | Max Deferred Sales Load: | 0.00%
| 2.94% | | 3 Yr Expense Projection*: |
$751 | $721 | | 5 Yr Expense Projection*: |
$1,285 | $1,073 | | 10 Yr Expense Projection*: |
$2,746 | $2,092 |
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