KIFAX Mutual Fund

KIFAX Mutual Fund (Westwood Real Estate Income Fund Class A) is managed by Westwood Funds with $67.3M in net assets. KIFAX expense ratio is 1.14%, holding 48 positions across sectors including Real Estate, Financials, Information Technology. Inception date: 2001-03-30.

KIFAX performance shows a YTD return of 3.89%. The 1-year return is 6.31% and the 5-year return is 2.66%. KIFAX dividend yield stands at 7.55%, paid quarterly.

KIFAX top holdings include Hovnanian Enterprises Inc (4.3%), Kkr Real Estate Fin Tr 6.5 Cum Pfd (3.9%), Rlj Lodging Trust (3.9%), Corporate Office Properties Trust (3.7%), CTO Realty Growth, Inc. (3.7%). 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.