KIFYX Mutual Fund
KIFYX Mutual Fund
KIFYX Mutual Fund
Westwood Real Estate Income Fund Institutional Class
KIFYX Mutual Fund Overview
KIFYX Mutual Fund (Westwood Real Estate Income Fund Institutional Class) is managed by Westwood Funds with $152.5M in net assets. KIFYX expense ratio is 0.85%, holding 48 positions across sectors including Real Estate, Financials. Inception date: 2006-04-28.
KIFYX performance shows a YTD return of -0.52%. The 1-year return is -1.93% and the 5-year return is 1.13%. KIFYX dividend yield stands at 8.27%, paid quarterly.
KIFYX 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 KIFYX holdings, KIFYX sectors, or KIFYX dividends.
KIFYX can be compared against other funds. Use KIFYX overlap to find shared positions, or KIFYX vs another fund for a side-by-side view. KIFYX alternatives are available via the screener, along with tax-loss harvesting opportunities.