KIFYX Mutual Fund

NAV$16.35

AUM$153M

TER0.85%

Holdings48

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KIFYX Mutual Fund

NAV$16.35

Westwood Real Estate Income Fund Institutional Class

AUM$153M

TER0.85%

Holdings48

See how much of KIFYX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing top 42 of 42 holdings · as of Jul 31, 2026

KIFYX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Sector	Industry
1	HOV	Hovnanian Enterprises Inc	4.41%	4.4%	-	-
2	—	Kkr Real Estate Fin Tr 6.5 Cum PfdFinancials · Mortgage Real Estate Investment Trusts (REITs)	4.17%	8.6%	Financials	Mortgage Real Estate Investment Trusts (REITs)
Sector and industry · Pro
3	CTO	Cto Realty Growth Inc	4.10%	12.7%
4	—	Rlj Lodging Trust, Series A, Convertible, 1.95%	4.10%	16.8%
5	—	Lexington Rlty 6.5 Cv Pfd Perppar=50	3.99%	20.8%
6	—	Pebblebrook Hotel Trust Preferred Series H	3.81%	24.6%
7	—	Public Storage 6%	3.62%	28.2%
8	PSA	Public Storage	3.51%	31.7%
9	—	Saul Centers, Inc. 6.125% Preferred	3.46%	35.2%
10	—	Global Medical REIT, Inc. 7.500% Preferred	3.31%	38.5%
11	—	W.P Carey Inc.	3.18%	41.7%
12	—	Armada Hoffler Propertie	3.13%	44.8%
13	—	Hudson Paci Sr C 4.75 Pfd	3.08%	47.9%
14	AMH	American Homes 4 Rent	2.58%	50.5%
15	EPRPE	Epr Properties 9 Cum Conv Pfd Registered Shs Series E	2.54%	53.0%
16	WELL	Welltower, Inc.	2.54%	55.5%
17	—	Crown Castle International Corp	2.48%	58.0%
18	OFC	Corporate Office Properties Trust	2.46%	60.5%
19	DLR	Digital Realty Trust Inc.	2.45%	62.9%
20	—	Centerspace	2.37%	65.3%
21	BXMT	Blackstone Mortgage Trust Inc	2.36%	67.7%
22	—	Summit Hotel Properties, Inc. 6.250% Series E Cumulative Redeemable Preferred Stock	2.26%	69.9%
23	—	Pebblebrook Hotel Trust Preferred G	2.19%	72.1%
24	—	Alpine Income Property Trust Inc 8% Prf Perpetual Usd 25 Cum Rd Ser A	2.18%	74.3%
25	MBIN	Merchants Bancorp Series E, 7.625%	2.12%	76.4%
26	—	Pebblebrook Hotel Tr Ser F 6.3% Perp Pfd	2.12%	78.5%
27	O	Realty Income Corp.	2.07%	80.6%
28	—	Iqhq Inc Series D-1	2.05%	82.6%
29	—	Vinebrook Homes Trust Inc 9.5% Preferred	1.95%	84.6%
30	CURB	Curbline Properties Corp	1.86%	86.5%
31	XRN	Chiron Real Estate Inc	1.78%	88.2%
32	SHO	Sunstone Hotel Investors Inc Preferred	1.59%	89.8%
33	—	Chatham Lodging Trust 6.625% Preferred	1.50%	91.3%
34	FGUXX	First American Government Obligations Fund	1.22%	92.5%
35	REG	Regency Centers Corp	1.21%	93.8%
36	—	Summit Hotel Properties Inc Prf Perpetual Usd 25 - Ser F	1.21%	95.0%
37	—	Saul Centers, Inc. 6.000% Preferred	1.17%	96.1%
38	—	Epr Properties (Pfd) 5.75% Series G	0.98%	97.1%
39	BANC	Banc Of California In Pfd	0.95%	98.1%
40	—	Pebblebrook Hotel Tr Ser E 6.375% Perp Pfd	0.85%	98.9%
41	—	Umh Pptys Inc	0.71%	99.6%
42	—	Public Storage PSA.PRR	0.33%	100.0%

Not reported for this fund: shares, market value, share changes.

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KIFYX Mutual Fund All Holdings

KIFYX holdings total 48 positions. The top 10 holdings account for 38.5% of the fund, led by Hovnanian Enterprises Inc at 4.4%, Kkr Real Estate Fin Tr 6.5 Cum Pfd at 4.2%, Cto Realty Growth Inc at 4.1%.

KIFYX portfolio concentration is moderate, with the top 10 representing 38.5% of total assets. The largest sector exposure is Real Estate at 69.7%.

KIFYX sectors provide a detailed breakdown. KIFYX overlap shows how holdings compare to other funds in your portfolio.