LSHEX Mutual Fund

LSHEX Mutual Fund (Kinetics Spin-Off and Corporate Restructuring Fund No Load Class) is managed by Kinetics Funds with $88,013.91 in net assets. LSHEX expense ratio is 1.45%, holding 37 positions across sectors including Real Estate, Financials, Utilities. Inception date: 2017-12-11.

LSHEX performance shows a YTD return of 34.76%. The 1-year return is 22.62% and the 5-year return is 15.00%. LSHEX dividend yield stands at 8.45%, paid annually.

LSHEX top holdings include Texas Pacific Land Trust (76.9%), Us Bank Mmda - Usbgfs 7 (5.9%), Landbridge Company, Llc (4.9%), Associated British Foods Plc (3.4%), Hawaiian Electric Industr (3.1%). 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.