WWWEX — Kinetics Global Fund

Data updated: 2026-05-28

WWWEX — Kinetics Global Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Blend / Core Equity · $56.91M AUM · 1.39% expense ratio · 7.1% 1-yr return. From SEC regulatory filings.

WWWEX Fund Overview

WWWEX — Kinetics Global Fund is a US mutual fund managed by Kinetics Mutual Funds INC, categorised as United States Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Kinetics Mutual Funds INC
  • Category: United States Blend / Core Equity
  • Assets under management: $56.91M
  • 1-year return: 7.1%
  • Ticker: WWWEX
  • SEC CIK: 0001083387
  • SEC series ID: S000005032
  • Share class ID: C000013730

WWWEX Holdings

Top 2 holdings of Kinetics Global Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
Kinetics Global99.96%
Kinetics Global99.96%

View all WWWEX holdings

WWWEX Portfolio Allocation

Asset-class allocation of Kinetics Global Fund by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Equity199.9%

WWWEX Performance

Total returns for WWWEX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD6.7%
1 year7.1%
3 years (annualised)29.1%
5 years (annualised)12.1%

WWWEX Risk Information

Risk metrics for WWWEX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 13.2%

WWWEX Costs and Fees

WWWEX costs about $139 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 1.39%
  • Gross expense ratio: 1.83%
  • Portfolio turnover: 5%
  • Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

WWWEX Cashflows

Over the 12 months to 2026-03, Kinetics Global Fund had net outflows of $9.16M, from monthly SEC N-PORT filings.

MonthNet flow
2026-03−$152.86K
2026-02−$328.30K
2026-01−$962.82K
2025-12−$504.05K
2025-11−$3.69M
2025-10−$911.05K

WWWEX Debt Constituents

No individual debt constituents are reported in Kinetics Global Fund's latest SEC N-PORT filing.

WWWEX Prospectus and SEC Filings

Official Kinetics Global Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other United States Blend / Core Equity funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.