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Ultimus Managers Trust - Westwood Global Real Estate Fund (KIRAX)

12.25
0.00
(0.00%)
As of February 20 at 8:01:14 PM EST. Market Open.
Loading Chart for KIRAX
  • Previous Close 12.25
  • YTD Return -0.83%
  • Expense Ratio 1.26%
  • Category Global Real Estate
  • Last Cap Gain -145.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 13.37M
  • Beta (5Y Monthly) 1.05
  • Yield 2.73%
  • 5y Average Return --
  • Holdings Turnover 48.00%
  • Last Dividend 0.04
  • 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

13.37M

Net Assets

2006-04-28

Inception Date

Performance Overview: KIRAX

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Trailing returns as of 2/18/2025. Category is Global Real Estate.

YTD Return

KIRAX
0.83%
Category
14.32%
 

1-Year Return

KIRAX
2.46%
Category
32.33%
 

3-Year Return

KIRAX
3.40%
Category
7.75%
 

5-Year Return

KIRAX
0.97%
Category
6.57%
 

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Holdings: KIRAX

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Sector Weightings

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

Recent News: KIRAX

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Research Reports: KIRAX

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