Ad is loading...
MENU

KSOCX Kinetics Small Cap Opportunities Adv C 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 C MF is 7.79B. 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 C MF was -1%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -10%

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: 56
Price Growth Rating: 43
SMR Rating: 50
Profit Risk Rating: 54
Seasonality Score: 25 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PAREX13.320.03
+0.23%
T. Rowe Price Real Estate Advisor
JMVQX41.26-0.09
-0.22%
JPMorgan Mid Cap Value R4
RYAVX79.24-0.41
-0.51%
Rydex S&P MidCap 400 Pure Value H
RPFCX63.67-0.41
-0.64%
Davis Balanced Fund A
DGAGX45.08-0.81
-1.77%
BNY Mellon Appreciation Investor

KSOCX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To KSOCX
1D Price
Change %
KSOCX100%
+0.06%
VSGAX - KSOCX
53%
Loosely correlated
-1.57%
NRGEX - KSOCX
53%
Loosely correlated
-1.24%
WCMLX - KSOCX
51%
Loosely correlated
-2.56%
WCMNX - KSOCX
51%
Loosely correlated
-2.59%
VEXPX - KSOCX
38%
Loosely correlated
-1.74%
More