Nasdaq - Delayed Quote USD

Westwood Global Real Estate A (KIRAX)

11.92 +0.05 (+0.42%)
At close: 8:05 AM EDT
Loading Chart for KIRAX
DELL
  • Previous Close 11.87
  • YTD Return -4.79%
  • Expense Ratio 1.26%
  • Category Global Real Estate
  • Last Cap Gain -159.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 16.33M
  • Beta (5Y Monthly) 1.03
  • Yield 2.39%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.05
  • Inception Date Apr 28, 2006

Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in common stocks and other equity securities issued by U.S. and non-U.S. real estate companies, including real estate investment trusts ("REITs") and similar REIT-like entities in at least three different countries. It may invest in equity securities, limited partnership interests, ETFs, American Depositary Receipts and European Depositary Receipts.

Westwood

Fund Family

Global Real Estate

Fund Category

16.33M

Net Assets

2006-04-28

Inception Date

Performance Overview: KIRAX

Trailing returns as of 6/12/2024. Category is Global Real Estate.

YTD Return

KIRAX
4.79%
Category
14.32%
 

1-Year Return

KIRAX
8.64%
Category
32.33%
 

3-Year Return

KIRAX
4.39%
Category
7.75%
 

5-Year Return

KIRAX
0.50%
Category
6.57%
 

People Also Watch

Holdings: KIRAX

Top 10 Holdings (41.02% of Total Assets)

SymbolCompany% Assets
DLR
Digital Realty Trust, Inc. 5.08%
8802.T
Mitsubishi Estate Co., Ltd. 4.67%
8830.T
Sumitomo Realty & Development Co., Ltd. 4.19%
EQIX
Equinix, Inc. 4.08%
PECO
Phillips Edison & Company, Inc. 4.06%
HST
Host Hotels & Resorts, Inc. 3.99%
8804.T
Tokyo Tatemono Co., Ltd. 3.93%
ARE
Alexandria Real Estate Equities, Inc. 3.69%
EQR
Equity Residential 3.66%
FRT
Federal Realty Investment Trust 3.65%

Sector Weightings

SectorKIRAX
Real Estate   98.85%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: KIRAX

Research Reports: KIRAX

Top Mutual Funds