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%
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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

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. Go to all KIFCX holdings, KIFCX sectors, or KIFCX dividends.

KIFCX can be compared against other funds. Use KIFCX overlap to find shared positions, or KIFCX vs another fund for a side-by-side view. KIFCX alternatives are available via the screener, along with tax-loss harvesting opportunities.