About KIFAX
Westwood Real Estate Income Fund Class A is a mutual fund designed to deliver high current income alongside the potential for modest long-term capital growth. The fund primarily invests at least 80% of its assets in income-producing securities issued by companies within the real estate industry, such as real estate investment trusts (REITs), real estate operating companies, and preferred stock issued by real estate entities. By focusing on income-generating real estate securities, the fund seeks to provide shareholders with consistent distributions while offering some exposure to the performance of the real estate sector. The portfolio includes a mix of preferred securities, perpetual bonds, and select real estate equities, with an emphasis on assets that offer strong yield characteristics. Notably, its holdings are diversified across medium, small, and micro-cap issuers, contributing to its risk and return profile. The fund plays a distinct role in the market by serving investors seeking regular income and diversification through real estate sector assets, without direct ownership of physical property. Managed by Westwood Holdings Group, the fund is tailored to meet the needs of those looking to access real estate-linked income streams within a mutual fund structure.
Fund Family Westwood
Category Preferred Stock
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol KIFAX
Share Class A Class Shares
Index ICE BofA Fixed Rate Preferred H TR
KIFAX had a total return of -1.91% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.06%.
