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Nasdaq - Delayed Quote USD

Westwood Real Estate Inc Inst (KIFYX)

16.82
+0.10
+(0.60%)
At close: 8:01:26 PM EDT
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  • Previous Close 16.72
  • YTD Return -2.29%
  • Expense Ratio 0.93%
  • Category Preferred Stock
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 253.75M
  • Beta (5Y Monthly) 1.32
  • Yield 7.61%
  • 5y Average Return --
  • Holdings Turnover 94.00%
  • Last Dividend 0.33
  • 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

More about Westwood Real Estate Inc Inst

Performance Overview: KIFYX

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

YTD Return

KIFYX
2.29%
Category
5.09%
 

1-Year Return

KIFYX
5.53%
Category
19.60%
 

3-Year Return

KIFYX
1.90%
Category
7.20%
 

5-Year Return

KIFYX
11.06%
Category
5.90%
 

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Holdings: KIFYX

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Sector Weightings

SectorKIFYX
Real Estate   100.00%
Consumer Cyclical   0.00%
Basic Materials   0.00%
Consumer Defensive   0.00%
Technology   0.00%
Communication Services   0.00%
Financial Services   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%
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Recent News: KIFYX

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Research Reports: KIFYX

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