KIRYX Mutual Fund

NAV$11.74

Fund Essentials

Net Assets
$1M
Expense Ratio
1.10%
Dividend Yield (Current)
3.09%
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-1.16%
1 Year+1.77%
3 Year-3.22%
5 Year+0.54%
10 Year+1.44%

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)
3.09%
Frequency
Unspecified
Latest Distribution
$0.23
-

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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KIRYX Mutual Fund Overview

KIRYX Mutual Fund (Westwood Global Real Estate Fund Institutional Class) is managed by Westwood Funds with $1.3M in net assets. KIRYX expense ratio is 1.10%, holding 32 positions across various sectors. Inception date: 2006-04-28.

KIRYX performance shows a YTD return of -1.16%. The 1-year return is 1.77% and the 5-year return is 0.54%. KIRYX dividend yield stands at 3.09%, paid unspecified.

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

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