KIFCX Mutual Fund

KIFCX Mutual Fund

NAV$17.69
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Fund Essentials

Net Assets
$4M
Expense Ratio
1.97%
Dividend Yield (Current)
3.60%
Holdings
48
Inception Date
Mar 30, 2001
Fund Family
Westwood Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD-1.12%
1 Year+2.87%
3 Year+2.19%
5 Year+5.94%
10 Year+2.80%

Asset Allocation

Stocks: 96.38%
Cash: 3.62%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
3.60%
Frequency
Quarterly
Latest Distribution
$0.24
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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KIFCX Mutual Fund Overview

KIFCX Mutual Fund (Westwood Real Estate Income Fund Class C) is managed by Westwood Funds with $4.4M in net assets. KIFCX expense ratio is 1.97%, holding 48 positions across various sectors. Inception date: 2001-03-30.

KIFCX performance shows a YTD return of -1.12%. The 1-year return is 2.87% and the 5-year return is 5.94%. KIFCX dividend yield stands at 3.60%, paid quarterly.

KIFCX top holdings include a diversified portfolio. View all KIFCX holdings, sector breakdown, or dividend history.

KIFCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. KIFCX alternatives are available via the screener, along with tax-loss harvesting opportunities.