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KWICX Kinetics Alternative Income Advisor C

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Fund KWICX Kinetics Alternative Income Advisor C KWINX Kinetics Alternative Income No Load  
Similarity
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100% 100%
Annual Fees
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$177.56
(1.74% Exp. Ratio)
$101.02
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
$10,839.36 $13,616.72
Est. savings over 30 yrs +$2,777.36
Return
As of 10/31/16
1 YR RETURN 2.52%
3 YR 2.06%
5 YR 3.35%
10 YR --
1 YR RETURN 3.30%
3 YR 2.84%
5 YR 4.15%
10 YR --
Description
The investment seeks to provide current income and gains; long-term growth of capital is a secondary objective. The fund is a diversified fund that invests all of its investable assets in the Alternative Income Portfolio, a series of Kinetics Portfolios Trust. Under normal circumstances, the Alternative Income Portfolio will hold a portfolio of primarily fixed income securities and implement an equity put writing option strategy intended to generate returns from the receipt of option premiums.
The investment seeks to provide current income and gains; long-term growth of capital is a secondary objective. The fund is a diversified fund that invests all of its investable assets in the Alternative Income Portfolio, a series of Kinetics Portfolios Trust. Under normal circumstances, the Alternative Income Portfolio will hold a portfolio of primarily fixed income securities and implement an equity put writing option strategy intended to generate returns from the receipt of option premiums.

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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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