Kinetics Paradigm C 555 Taxter Road Suite 175 Sleepy Hollow NY 10591 Map
Phone: 800-930-3828
| Category: | World Stock | | Fund Family: | Kinetics | | Net Assets: | 169.51M | | Year-to-Date Return: | 36.57% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-02 |
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Murray Stahl
Lead Manager since
31-Dec-01 | | | Stahl is the chairman, treasurer and co-founder of Horizon since 1994. |
| 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 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-06):
| 0.04 | | Last Cap Gain
(30-Dec-08):
| 0.08 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.16% |
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| Expense | KNPCX | Category Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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