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Westwood Real Estate Income A (KIFAX)

16.89
+0.09
+(0.54%)
At close: 8:04:20 PM EDT
Loading Chart for KIFAX
  • Previous Close 16.80
  • YTD Return -2.35%
  • Expense Ratio 1.23%
  • Category Preferred Stock
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 253.75M
  • Beta (5Y Monthly) 1.33
  • Yield 7.25%
  • 5y Average Return --
  • Holdings Turnover 94.00%
  • Last Dividend 0.31
  • Inception Date Mar 30, 2001

Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in income-producing securities of companies in the real estate industry. It invests primarily in securities of companies in the real estate industry, such as real estate investment trusts ("REITs"), master limited partnerships and other real estate firms.

Westwood

Fund Family

Preferred Stock

Fund Category

253.75M

Net Assets

2001-03-30

Inception Date

Performance Overview: KIFAX

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Trailing returns as of 4/9/2025. Category is Preferred Stock.

YTD Return

KIFAX
2.35%
Category
5.09%
 

1-Year Return

KIFAX
5.18%
Category
19.60%
 

3-Year Return

KIFAX
1.58%
Category
7.20%
 

5-Year Return

KIFAX
10.67%
Category
5.90%
 

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Holdings: KIFAX

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Sector Weightings

SectorKIFAX
Real Estate   100.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: KIFAX

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Research Reports: KIFAX

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