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Westwood Real Estate Income Fund - Class A: (MF: KIFAX)
(NASDAQ Mutual Funds) As of Apr 17, 2024 08:00 PM ET
$17.64 USD
-0.01 (-0.06%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in March 2001 and is managed by Kensington Investment Group, Inc. The fund seeks high current income and potential for modest long-term growth of capital. The fund invests primarily in securities of companies in the real estate industry, such as real estate investment trusts, master limited partnerships and other real estate firms. The fund invests at least 80% of its net assets in income-producing securities. The fund may invest in common stock, rights and warrants to purchase securities and limited partnership interests to the extent the fund deems appropriate. The fund distributes dividends quarterly. Capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Westwood Real Estate Income A | KIFAX | 3.00 | NA | 0.00 | 0.25 | 0.70 | 1.33 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Forward Select Income A | KIFAX | 17.64 | 3/30/2001 | 1.60 | 10.88 | 2.04 | 2.62 |
| Forward Select Income C | KIFCX | 17.57 | 3/30/2001 | 1.52 | 10.02 | 1.39 | 2.00 |
| Forward Select Income Y | KIFYX | 18.18 | 5/24/2006 | 1.64 | 11.10 | 2.38 | 2.99 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Westwood Real Estate Income A | KIFAX | 1000 | 0 | 1000 | Q |
Contact Information
| Family | Westwood |
| Address | PO Box 219009 Kansas City, MO 64121-9009 |
| Phone | 877 386-3944 |