LSHCX

Active

Kinetics Spin-Off and Corporate Restructuring Fund

Category: US Equity (9,528 funds)

Expense Ratio
2.29%
Annual Cost per $10K
$229.00
30-Year Fee Drag per $10K
$36,344
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
-19.25%

Asset Allocation

US Equity
96%
Intl Equity
1%
Cash
2%

Fee Comparison

LSHCX
2.29%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

116% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+23.17%3Y
Compare to

Fee Impact Calculator

$
%
LSHCX at 2.29%$198,891
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$181,722
Cost vs index fund−$178,533

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