KIFAX Mutual Fund
KIFAX Mutual Fund
Westwood Real Estate Income Fund Class A

KIFAX Mutual Fund Overview
KIFAX Mutual Fund (Westwood Real Estate Income Fund Class A) is managed by Westwood Funds with $67.8M in net assets. KIFAX expense ratio is 1.14%, holding 48 positions across sectors including Real Estate, Unknown, Financials. Inception date: 2001-03-30.
KIFAX performance shows a YTD return of 1.77%. The 1-year return is 6.21% and the 5-year return is 2.45%. KIFAX dividend yield stands at 7.71%, paid quarterly.
KIFAX top holdings include Hovnanian Enterprises Inc (4.3%), Kkr Real Estate Fin Tr 6.5 Cum Pfd (3.9%), Rlj Lodging Trust, Reit (3.9%), Corporate Office Properties Trust (3.7%), CTO Realty Growth, Inc. (3.7%). View all KIFAX holdings, sector breakdown, or dividend history.
KIFAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. KIFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.