KIRAX Mutual Fund

KIRAX Mutual Fund

NAV$11.91
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Fund Essentials

Net Assets
$9M
Expense Ratio
1.26%
Dividend Yield (Current)
2.77%
Holdings
32
Inception Date
Apr 28, 2006
Fund Family
Westwood Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified
SEC 30-Day Yield
PRO

Performance

YTD-1.33%
1 Year+1.45%
3 Year-3.54%
5 Year+0.18%
10 Year+1.06%

Asset Allocation

Stocks: 97.71%
Cash: 2.29%
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Dividend Summary

View Details →
Dividend Yield (Current)
2.77%
Frequency
Unspecified
Latest Distribution
$0.21
-

Peer Comparison

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

KIRAX Mutual Fund Overview

KIRAX Mutual Fund (Westwood Global Real Estate Fund Class A) is managed by Westwood Funds with $9.0M in net assets. KIRAX expense ratio is 1.26%, holding 32 positions across various sectors. Inception date: 2006-04-28.

KIRAX performance shows a YTD return of -1.33%. The 1-year return is 1.45% and the 5-year return is 0.18%. KIRAX dividend yield stands at 2.77%, paid unspecified.

KIRAX top holdings include a diversified portfolio. Go to all KIRAX holdings, KIRAX sectors, or KIRAX dividends.

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