Investment Test Drive

KINCX Kinetics Internet Adv C

1 lower fee alternative found

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Fund KINCX Kinetics Internet Adv C WWWFX Kinetics Internet No Load  
Similarity
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100% 100%
Annual Fees
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$271.46
(2.57% Exp. Ratio)
$192.24
(1.82% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$23,649.38 $29,766.62
Est. savings over 30 yrs +$6,117.24
Return
As of 11/30/16
1 YR RETURN 0.01%
3 YR -0.50%
5 YR 10.75%
10 YR 7.39%
1 YR RETURN 0.73%
3 YR 0.23%
5 YR 11.57%
10 YR 8.18%
Description
The investment seeks long-term growth of capital; current income is a secondary objective. The fund is a non-diversified fund that invests all of its investable assets in the Internet Portfolio. The Internet 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, of U.S. and foreign companies engaged in the Internet and Internet-related activities and whose businesses are vastly improved through the distribution of content and reduction of costs with the use of the Internet. It is non-diversified.
The investment seeks long-term growth of capital; current income is a secondary objective. The fund is a non-diversified fund that invests all of its investable assets in the Internet Portfolio. The Internet 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, of U.S. and foreign companies engaged in the Internet and Internet-related activities and whose businesses are vastly improved through the distribution of content and reduction of costs with the use of the Internet. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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