Kinetics Spin-Off and Corporate Restructuring Fund
Shareclass
Kinetics Spin-Off and Corp Rest Adv A (LSHAX)
Type
Open-end mutual fund
Manager
Gender equality score
41
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 831 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
18/40
Equal compensation and work life balance
5/30
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 Spin-Off and Corporate Restructuring Fund LSHAX
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. Anglo American PLC ADR<0.01% of assets$1,062 invested
- 2. GE Aerospace0.05% of assets$16,679 invested
- 3. PrairieSky Royalty Ltd0.63% of assets$233,998 invested
- 4. GE Vernova Inc0.02% of assets$8,223 invested
- 5. Howard Hughes Holdings Inc0.33% of assets$123,072 invested
- 6. Prestige Consumer Healthcare Inc0.17% of assets$62,238 invested
- 7. Hawaiian Electric Industries Inc0.09% of assets$35,028 invested
- 8. Knife River Holding Co0.03% of assets$10,164 invested
- 9. Texas Pacific Land Corp74% of assets$27.4M invested
- 10. Liberty Formula One Group A0.68% of assets$252,120 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 A0.05% of assets$19,333 invested
- 2. Brookfield Corp Registered Shs -A- Limited Vtg<0.01% of assets$2,068 invested
- 3. CSW Industrials Inc5.16% of assets$1.91M invested
- 4. Eagle Materials Inc0.22% of assets$79,950 invested
- 5. Toei Animation Co Ltd0.01% of assets$4,493 invested
- 6. Fairfax Financial Holdings Ltd Shs Subord.Vtg<0.01% of assets$2,780 invested
- 7. Liberty Formula One Group A0.68% of assets$252,120 invested
- 8. Texas Pacific Land Corp74% of assets$27.4M invested
- 9. Knife River Holding Co0.03% of assets$10,164 invested
- 10. Hawaiian Electric Industries Inc0.09% of assets$35,028 invested
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Financial performance
Performance data provided by
Find more financial data on LSHAX at Morningstar.com
Find more financial data on LSHAX at Morningstar.comGender Equality and Returns
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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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