Kinetics Small Cap Opportunities Fund Feeder 1KSOCX

MUTUAL FUNDHorizon Kinetics
Type
Mutual fund
Peer group
Allocation
Net assets
$565.6M
Expense ratio
2.39%
1-year return
+8.6%
3 years, a year
+25.4%
5 years, a year
+15.5%
Holdings
1

What it aims to do.

The investment objective of the Small Cap Opportunities Fund (the Small Cap Fund) is long-term growth of capital. The Small Cap Fund is the sole feeder fund to The Small Cap Opportunities Portfolio (the Small Cap Portfolio), a series of Kinetics Portfolios Trust.

Top 10 holdings.

Holding% of fund
Kinetics Small Cap Opp100.00%

More on KSOCX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.