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Morningstar

Westwood Salient Global Real Estate C KIRCX

Morningstar Medalist Rating
Medalist Rating as of | See Salient Investment Hub
  • NAV / 1-Day Return 11.79  /  0.34 %
  • Total Assets 17.8 Mil
  • Adj. Expense Ratio
    2.050%
  • Expense Ratio 2.050%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.97%
  • Turnover 29%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:14 PM GMT+0

Morningstar’s Analysis KIRCX

Will KIRCX outperform in 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 KIRCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the KIRCX 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 KIRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Westwood Salient Global Real Estate C'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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KIRCX

More KIRCX Holdings
  • Current Portfolio Date
  • Equity Holdings 36
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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

4.61
863,835
Real Estate

CapitaLand Investment Ltd

4.38
820,644
Real Estate

Mitsui Fudosan Co Ltd

4.04
757,488
Real Estate

Welltower Inc

3.89
728,010
Real Estate

CubeSmart

3.84
719,026
Real Estate

Equinix Inc

3.77
705,546
Real Estate

Americold Realty Trust Inc

3.66
684,760
Real Estate

Independence Realty Trust Inc

3.61
675,962
Real Estate

Sumitomo Realty & Development Co Ltd

3.57
669,170
Real Estate

Phillips Edison & Co Inc

3.55
664,560
Real Estate