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KSOAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$167.91
Change
-$9.45 (-5.33%)
Net Assets
488.31M

KSOAX Kinetics Small Cap Opportunities Adv A Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Carnival Corp (NYSE:CCL).

Industry description

The investment seeks long-term growth of capital. The fund is a non-diversified fund that invests all of its investable assets in the Small Cap Portfolio, a series of Kinetics Portfolios Trust. The Small Cap Portfolio 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 (such as American Depositary Receipts, Global Depositary Receipts and International Depositary Receipts) of U.S. and foreign small capitalization companies that provide attractive valuation opportunities. The fund is non-diversified.

Market Cap

The average market capitalization across the Kinetics Small Cap Opportunities Adv A MF is 7.58B. The market cap for tickers in the group ranges from 396.38M to 21.41B. CCL holds the highest valuation in this group at 21.41B. The lowest valued company is CVEO at 396.38M.

Volume

The average weekly volume growth across all stocks in the Kinetics Small Cap Opportunities Adv A MF was -8%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was -11%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 45
P/E Growth Rating: 61
Price Growth Rating: 44
SMR Rating: 49
Profit Risk Rating: 56
Seasonality Score: 21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Kinetics Mutual Funds Inc555 Taxter Road Suite 175Elmsford
Phone
N/A
Web
www.kineticsfunds.com
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KSOAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, KSOAX has been loosely correlated with NRGEX. These tickers have moved in lockstep 53% of the time. This A.I.-generated data suggests there is some statistical probability that if KSOAX jumps, then NRGEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To KSOAX
1D Price
Change %
KSOAX100%
-5.33%
NRGEX - KSOAX
53%
Loosely correlated
-3.81%
WCMLX - KSOAX
51%
Loosely correlated
-3.81%
WCMNX - KSOAX
51%
Loosely correlated
-3.78%
VISGX - KSOAX
46%
Loosely correlated
-4.42%
VSGAX - KSOAX
46%
Loosely correlated
-4.42%
More