How to Invest FAQs
How do I invest in the Funds?
To invest directly in any of the Kinetics Mutual Funds, first obtain a copy of the prospectus and application in one of three ways:
- Download Prospectus files on from the fund resources. You can download applications and forms here.
- Request applications and prospectus files by mail by completing our contact form.
- Call us toll-free at 1-800-930-3828.
Additionally, you can invest in any of the Funds through one of the many participating brokers. Please read the prospectus carefully before investing.
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Where do I send new or additional money?
Please send all shareholder mail, including applications, new or additional investments, written account requests and similar documents to:
Kinetics Mutual Funds
C/O US BancorpFund Services, LLC.
P.O. Box 701
Milwaukee, Wisconsin 53201-0701
Kinetics Mutual Funds
C/O US Bancorp Fund Services
615 East Michigan Street
Milwaukee, Wisconsin 53202
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Can I invest through my broker?
Yes, you can.
The Kinetics Mutual Funds are available for investment through most brokers.
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What is the minimum amount to invest?
The minimum initial investment amount is $2,500 per account for our A, C, and No Load share classes and $1,000,000 for our Institutional share class. The minimum for initial invest may vary if you invest through one of the participating brokers. The minimum additional investment amount is $100. Please read the prospectus for further details including the risks associated with investing in the Funds.
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Can I establish a monthly Automatic Investment Plan (AIP)?
Yes, you can.
Please download the application or call us toll-free at 1-800-930-3828 for additional information about the program.
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Can I open an IRA, 401(K), or any other tax-deferred account with the Funds?
You can get started opening an account by either downloading an application from our website, calling us toll-free at 1-800-930-3828, or through any participating broker.