KIRYX Mutual Fund

KIRYX Mutual Fund

NAV$11.74
See how much of KIRYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

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%
See how much of KIRYX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Dividend Summary

View Details →
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

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. Go to all KIRYX holdings, KIRYX sectors, or KIRYX dividends.

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