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Westwood Salient Select Income C KIFCX

Medalist Rating as of | See Salient Investment Hub
  • NAV / 1-Day Return 17.63  /  0.06 %
  • Total Assets 265.3 Mil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.000%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Preferred Stock
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 6.18%
  • Effective Duration

Morningstar’s Analysis KIFCX

Will KIFCX outperform in future?

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Westwood Salient Select Income C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings KIFCX

  • Current Portfolio Date
  • Equity Holdings 12
  • Bond Holdings 0
  • Other Holdings 38
  • % Assets in Top 10 Holdings 33.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RPT Realty 7.25% Cum Conv Perp Pfd Shs of Benef Interest Series D

3.83
10,283,400
Real Estate

Outfront Media Inc

3.63
9,764,392
Real Estate

First American Government Obligs U

3.53
9,493,408
Cash and Equivalents

RLJ Lodging Trust LP 0%

3.50
9,393,750
Corporate

Pebblebrook Hotel Trust 0%

3.44
9,257,353
Corporate

LXP Industrial Trust 0%

3.42
9,190,300
Corporate

Saul Centers, Inc. 0%

3.33
8,953,500
Corporate

National Storage Affiliates Trust 0%

3.25
8,746,800
Corporate

American Homes 4 Rent 5.875 % Cum Conv Red Pfd Registered Shs of BenefInter

3.09
8,297,250
Real Estate

Regency Centers Corp. 0%

2.99
8,046,780
Corporate