Kinetics Small Cap Opportunities Fund
Shareclass
Kinetics Small Cap Opportunities No Load (KSCOX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Kinetics Small Cap Opportunities Fund
FUND COVERAGE
# of holdings28
% of assets56%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
19 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Science Applications International Corp0.42%$2.21M
- 2. The Wendy's Co Class A0.36%$1.86M
- 3. PrairieSky Royalty Ltd0.24%$1.25M
- 4. Rubis SCA Shs from split0.09%$458,653
- 5. NZX Ltd<0.01%$908
- 6. Carnival Corp1.6%$8.32M
- 7. Howard Hughes Holdings Inc0.25%$1.28M
- 8. Live Nation Entertainment Inc0.68%$3.52M
- 9. Wheaton Precious Metals Corp0.09%$449,000
- 10. Affiliated Managers Group Inc<0.01%$46,044
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Seaport Entertainment Group Inc<0.01%$40,396
- 2. Madison Square Garden Sports Corp Class A<0.01%$50,148
- 3. Toei Animation Co Ltd0.06%$323,926
- 4. Penske Automotive Group Inc0.02%$85,905
- 5. White Mountains Insurance Group Ltd1%$5.19M
- 6. Interparfums Inc1.34%$6.99M
- 7. AutoNation Inc0.02%$103,298
- 8. Eagle Materials Inc0.03%$177,857
- 9. Nippon Television Holdings Inc<0.01%$9,294
- 10. Oshkosh Corp<0.01%$45,416
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Kinetics Small Cap Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
2
$1.86M
0.36%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$26.4M
5.07%
Borders high risk
2
$2.56M
0.49%
Total
5
$28.26M
5.43%
Holdings — 5 flagged holdings
1.
CACI International Inc Class A
:$23.84M
4.58%
2.
Science Applications International Corp
:$2.21M
0.42%
3.
The Wendy's Co Class A
$1.86M
0.36%
4.
Booz Allen Hamilton Holding Corp Class A
:$354,042
0.07%
5.
Fairfax Financial Holdings Ltd Shs Subord.Vtg
$7,226
<0.01%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Kinetics Small Cap Opportunities Fund KSCOX
Environment
Social
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