KIFAX Mutual Fund
KIFAX Mutual Fund
KIFAX Mutual Fund
Westwood Real Estate Income Fund Class A
KIFAX Mutual Fund Overview
KIFAX Mutual Fund (Westwood Real Estate Income Fund Class A) is managed by Westwood Funds with $61.4M in net assets. KIFAX expense ratio is 1.14%, holding 48 positions across sectors including Real Estate, Financials. Inception date: 2001-03-30.
KIFAX performance shows a YTD return of -0.43%. The 1-year return is -1.62% and the 5-year return is 0.91%. KIFAX dividend yield stands at 7.91%, paid quarterly.
KIFAX top holdings include Hovnanian Enterprises Inc (4.4%), Kkr Real Estate Fin Tr 6.5 Cum Pfd (4.2%), Cto Realty Growth Inc (4.1%), Rlj Lodging Trust, Series A, Convertible, 1.95% (4.1%), Lexington Rlty 6.5 Cv Pfd Perppar=50 (4.0%). Go to all KIFAX holdings, KIFAX sectors, or KIFAX dividends.
KIFAX can be compared against other funds. Use KIFAX overlap to find shared positions, or KIFAX vs another fund for a side-by-side view. KIFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.