KIFAX – Westwood Real Estate Income A Investment Strategy | Morningstar

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Strategy

The investment seeks high current income and potential for modest long-term growth of capital. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
KIFYX	Westwood Real Estate Income Fund Institutional Shares	Institutional	Open			Apr 28, 2006	$153.65M	0.850%	Average	$100,000	−$22.28M
KIFAX	Westwood Real Estate Income Fund Class A	Front Load	Open			Mar 30, 2001	$61.75M	1.140%	Average	$1,000	−$17.82M

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