Morningstar

Westwood Real Estate Income Fund Institutional Shares KIFYX

Morningstar Medalist Rating
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Medalist Rating as of See Westwood Investment Hub
  • NAV / 1-Day Return $16.33  /  −0.06 %
  • Fund Size $213.3M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Preferred Stock
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 8.27%
  • Turnover Ratio 67%
NAV and 1-Day Return as of

Morningstar’s Analysis KIFYX

Will KIFYX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable KIFYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the KIFYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of KIFYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Westwood Real Estate Inc Inst holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings KIFYX

More KIFYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

KKR Real Estate Finance Trust Inc 6.50% PRF PERPETUAL USD 25

4.49 10M
Real Estate

LXP Industrial Trust 6 1/2 % Cum Conv Pfd Shs Series -C-

4.41 9M
Real Estate

Hovnanian Enterprises Inc Pfd Registered Shs Series -A-

4.37 9M
Consumer Cyclical

RLJ Lodging Trust USD 1.95 Cum Conv Pfd Registered Shs Series -A-

4.20 9M
Real Estate

Pebblebrook Hotel Trust 5.70% PRF PERPETUAL USD 25

4.09 9M
Real Estate

CTO Realty Growth Inc 6.375% PRF PERPETUAL USD 25 - Ser A

4.01 9M
Real Estate

Chiron Real Estate Inc 7.5 % Cum Conv Red Perp Pfd Shs Series -A-

3.66 8M
Real Estate

Public Storage 6% PRF PERPETUAL USD - Ser T

3.65 8M
Real Estate

Saul Centers Inc Depositary Shares each representing 1/100th of a share of

3.45 7M
Real Estate

Curbline Properties Corp

3.37 7M
Real Estate

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