Invest in Kinetics Mutual Funds

The Kinetics family of mutual funds currently consists of a dozen funds managed by Kinetics Asset Management, Inc. The company's investment strategy is to put money in undervalued businesses. Follow these steps to invest in Kinetics Mutual Funds.

Read the Prospectus

Download a prospectus from the Kinetics Mutual Funds Web site (see the Resources section below).

Send a request for a prospectus to Kinetics Mutual Funds, c/o U.S. BancorpFund Services, LLC, P.O. Box 701, Milwaukee, Wisconsin, 53201-0701. You can also submit a request through the Kinetics Web site.

Call the company at (800) 930-3828 and request it send you a prospectus through the postal mail.

Get to Know the Kinetics Approach to Investing

Kinetics uses proprietary research to choose the stocks it invests in. It evaluates potential investments according to five criteria enumerated on its Web site. Read this company information to determine if you are comfortable with the approach.

Kinetics is primarily interested in long-term returns. It also discloses its investment holdings in terms of how much of a company it owns. For example, if a Kinetics fund holds a certain number of shares in a company that equals a 3 percent equity stake, Kinetics reports the investment in terms of the percentage owned.

Get Performance Data

Find performance data on the different Kinetics mutual funds on the company's Web site (see Resources below). You can also use ticker symbols to research performance data at other Web sites. Finally, you can use a newspaper to track performance; look for the title "Kinetics Funds."

Compare the performance data of the Kinetics mutual funds you want to invest in to benchmark data. That is, compare a fund's performance relative to indexes or other funds in that category. You can find relative performance information at financial research Web sites.

Invest in Kinetics Mutual Funds

Follow the instructions in the prospectus to mail your initial investment to the company. The Kinetics Web site lists their mailing address.

Invest in Kinetics mutual funds through a broker. On its Web site, the company maintains a list of brokerage firms that sell its funds.

Tips & Warnings

• Contact the company by phone at (800) 930-3828. You can request information about any of the Kinetics funds, and you do not have to be a current investor.
• Email the company at info@kineticsfunds.com to get answers to your questions before you invest.