LSHEX Mutual Fund
LSHEX Mutual Fund
Kinetics Spin-Off and Corporate Restructuring Fund No Load Class
LSHEX Mutual Fund Overview
LSHEX Mutual Fund (Kinetics Spin-Off and Corporate Restructuring Fund No Load Class) is managed by Kinetics Funds with $91,113.45 in net assets. LSHEX expense ratio is 1.49%, holding 37 positions across sectors including Real Estate, Financials, Other. Inception date: 2017-12-11.
LSHEX performance shows a YTD return of 40.17%. The 1-year return is 21.30% and the 5-year return is 14.02%. LSHEX dividend yield stands at 7.55%, paid annually.
LSHEX top holdings include Texas Pacific Land Trust (76.9%), Currency Contract - Aud (5.9%), Landbridge Company, Llc (4.9%), Associated Capital Group Inc (3.4%), Hawaiianelectric Industries Inc. (3.1%). View all LSHEX holdings, sector breakdown, or dividend history.
LSHEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LSHEX alternatives are available via the screener, along with tax-loss harvesting opportunities.