Kinetics Small Cap Opportunities Fund
Shareclass
Kinetics Small Cap Opportunities Adv C (KSOCX)
Type
Open-end mutual fund
Manager
Gender equality score
42
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,081 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Kinetics Small Cap Opportunities Fund KSOCX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Science Applications International Corp0.47% of assets$2.19M invested
- 2. Booz Allen Hamilton Holding Corp Class A0.09% of assets$437,580 invested
- 3. PrairieSky Royalty Ltd0.3% of assets$1.4M invested
- 4. Rubis SCA Shs from split0.07% of assets$351,253 invested
- 5. The Wendy's Co Class A0.57% of assets$2.65M invested
- 6. Royal Caribbean Group<0.01% of assets$46,138 invested
- 7. Carnival Corp1.57% of assets$7.38M invested
- 8. Howard Hughes Holdings Inc0.31% of assets$1.46M invested
- 9. Wheaton Precious Metals Corp0.06% of assets$281,200 invested
- 10. Hawaiian Electric Industries Inc0.3% of assets$1.4M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Liberty Energy Inc Class A<0.01% of assets$7,956 invested
- 2. Madison Square Garden Sports Corp Class A0.01% of assets$54,163 invested
- 3. Interparfums Inc1.49% of assets$7M invested
- 4. Madison Square Garden Entertainment Corp<0.01% of assets$27,483 invested
- 5. AutoNation Inc0.02% of assets$88,317 invested
- 6. Eagle Materials Inc0.04% of assets$198,395 invested
- 7. Toei Animation Co Ltd0.07% of assets$314,532 invested
- 8. Fairfax Financial Holdings Ltd Shs Subord.Vtg<0.01% of assets$5,559 invested
- 9. RB Global Inc<0.01% of assets$36,084 invested
- 10. Penske Automotive Group Inc0.02% of assets$76,220 invested
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Financial performance
Performance data provided by
Find more financial data on KSOCX at Morningstar.com
Find more financial data on KSOCX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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