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    Kinetics Medical Adv C (KRXCX)

    29.36 Up 0.32(1.10%) Dec 26

    Profile as of Nov 29, 2014Get Profile for:
    Kinetics Medical Adv C
    Kinetics Mutual Funds Inc555 Taxter Road Suite 175Sleepy Hollow NY 10591
    Map
    Phone: 800-930-3828
    Fund Overview 
    Category:Health
    Fund Family:Kinetics
    Net Assets:26.64M
    Year-to-Date Return:12.94%
    Yield:0.11%
    Morningstar Rating:1 stars
    Fund Inception Date:Feb 16, 2007
    Morningstar Style Box 
    Health
    [View Category Definition]
    View Top Health Funds
    About the Morningstar Style Box
    Management Information 
    Bruce P. Abel
    Lead Manager since Dec 31, 2001
    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.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:2,500
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    KRXCX can be purchased from 29 brokerages.

    Fund Summary 
    The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries, generally, with an emphasis toward companies engaged in cancer research and drug development. It is non-diversified.

    Fund Operations 
    Last Dividend (Dec 29, 2013) : 0.03
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 23, 2014) : 12.00%
    Average for Category:59.64%
    Fees & Expenses 
    ExpenseKRXCXCategory Avg
    Annual Report Expense Ratio (net):2.14%1.43%
    Prospectus Net Expense Ratio:2.14%N/A
    Prospectus Gross Expense Ratio:2.84%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A5.28%
    Max Deferred Sales Load: 1.00%2.37%
    3 Yr Expense Projection*:814612
    5 Yr Expense Projection*:1,437938
    10 Yr Expense Projection*:3,1161,843
    * Per $10,000 invested