KIRCX Mutual Fund

NAV$11.88

Fund Essentials

Net Assets
$321,004.17
Expense Ratio
1.98%
Dividend Yield (Current)
1.90%
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-1.37%
1 Year+0.77%
3 Year-4.16%
5 Year-0.42%
10 Year+0.46%

Asset Allocation

Stocks: 97.71%
Cash: 2.29%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.90%
Frequency
Unspecified
Latest Distribution
$0.19
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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KIRCX Mutual Fund Overview

KIRCX Mutual Fund (Westwood Global Real Estate Fund Class C) is managed by Westwood Funds with $321,004.17 in net assets. KIRCX expense ratio is 1.98%, holding 32 positions across various sectors. Inception date: 2006-04-28.

KIRCX performance shows a YTD return of -1.37%. The 1-year return is 0.77% and the 5-year return is -0.42%. KIRCX dividend yield stands at 1.90%, paid unspecified.

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

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