Nasdaq - Delayed Quote USD

Westwood Real Estate Inc Inst (KIFYX)

17.76
+0.18
+(1.02%)
At close: 8:01:26 PM EDT

Fund Summary

Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in income-producing securities of companies in the real estate industry. It invests primarily in securities of companies in the real estate industry, such as real estate investment trusts ("REITs"), master limited partnerships and other real estate firms.

Westwood Real Estate Inc Inst

Cincinnati, OH 45246
225 Pictoria Drive, Suite 450

Fund Overview

Category Preferred Stock
Fund Family Westwood
Net Assets 252.65M
YTD Return -3.61%
Yield 7.71%
Morningstar Rating
Inception Date Apr 28, 2006

Fund Operations

Last Dividend 0.33
Last Cap Gain 10.00
Holdings Turnover 94.00%
Average for Category --

Fees & Expenses

Expense KIFYX Category Average
Annual Report Expense Ratio (net) 0.93% 1.00%
Prospectus Net Expense Ratio 0.93% --
Prospectus Gross Expense Ratio 0.90% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.00%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

John D. Palmer, Lead Manager since May 01, 2021
John is a portfolio manager for the Westwood Salient real estate team. Prior to joining Westwood (formerly Salient) in 2013, John evaluated and executed strategic acquisitions of wealth management firms at Focus Financial Partners. Previously, he evaluated privately held bank and thrift investment opportunities at Belvedere Capital Partners, a financial services-focused private equity firm. John began his career at RBC Capital Markets, executing mergers and acquisitions as well as equity and debt transactions primarily for financial services sector clients. John has an MBA in finance from the Kellogg School of Management at Northwestern University, and he graduated with high honors from St. Olaf College, majoring in mathematics and economics.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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