KIFYX Mutual Fund

KIFYX Mutual Fund (Westwood Real Estate Income Fund Institutional Class) is managed by Westwood Funds with $162.7M in net assets. KIFYX expense ratio is 0.85%, holding 48 positions across sectors including Real Estate, Financials, Information Technology. Inception date: 2006-04-28.

KIFYX performance shows a YTD return of 4.43%. The 1-year return is 6.66% and the 5-year return is 2.99%. KIFYX dividend yield stands at 7.89%, paid quarterly.

KIFYX 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 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.