LSHEX Mutual Fund

LSHEX Mutual Fund (Kinetics Spin-Off and Corporate Restructuring Fund No Load Class) is managed by Kinetics Funds with $70,582.18 in net assets. LSHEX expense ratio is 1.45%, holding 36 positions across sectors including Real Estate, Financials, Utilities. Inception date: 2017-12-11.

LSHEX performance shows a YTD return of 14.79%. The 1-year return is 7.89% and the 5-year return is 14.15%. LSHEX dividend yield stands at 0.29%, paid annually.

LSHEX top holdings include Texas Pacific Land Trust (76.7%), Landbridge Company, Llc (6.3%), Associated British Foods Plc (3.4%), Hawaiian Electric Industr (3.1%), Us Bank Mmda - Usbgfs 7 (3.0%). Go to all LSHEX holdings, LSHEX sectors, or LSHEX dividends.

LSHEX can be compared against other funds. Use LSHEX overlap to find shared positions, or LSHEX vs another fund for a side-by-side view. LSHEX alternatives are available via the screener, along with tax-loss harvesting opportunities.