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%

Top Holdings

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Dividend Summary

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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
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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. View all KIRAX holdings, sector breakdown, or dividend history.

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