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Morningstar

Westwood Salient Global Rl Estt Inst KIRYX

Morningstar Medalist Rating
Medalist Rating as of | See Salient Investment Hub
  • NAV / 1-Day Return 12.11  /  0.08 %
  • Total Assets 18.2 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.56%
  • Turnover 29%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:15 PM GMT+0

Morningstar’s Analysis KIRYX

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

People Pillar

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

Weakness in Westwood Salient Global Rl Estt Inst's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KIRYX

More KIRYX 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