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Westwood Salient Global Real Estate A KIRAX

Medalist Rating as of | See Salient Investment Hub
  • NAV / 1-Day Return 12.12  /  0.16 %
  • Total Assets 17.8 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.36%
  • Turnover 10%

Morningstar’s Analysis KIRAX

Will KIRAX outperform in future?

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

Weakness in Westwood Salient Global Real Estate A's Process and People Pillar ratings limits this strategy 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 most expensive quintile among peers.

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Portfolio Holdings KIRAX

  • Current Portfolio Date
  • Equity Holdings 33
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.39
943,590
Real Estate

Granite Real Estate Investment Trust Stapled Units Cons of 1 Shs of Granite

5.11
894,410
Real Estate

Digital Realty Trust Inc

4.61
807,645
Real Estate
4.55
795,975
Real Estate

Equinix Inc

4.27
746,793
Real Estate

First American Government Obligs U

4.22
739,118
Cash and Equivalents

Phillips Edison & Co Inc

3.87
676,845
Real Estate

Prologis Inc

3.76
658,788
Real Estate

Host Hotels & Resorts Inc

3.65
638,066
Real Estate

Gaming and Leisure Properties Inc

3.49
611,710
Real Estate