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Westwood Real Estate Income Fund - Class A: (MF: KIFAX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:15 PM ET

$17.69 USD

-0.16 (-0.90%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.91 95
3 months 1.32 93
6 months 2.96 79
1 Year 2.86 71
3 Year 4.74 37
5 Year 4.15 61
10 Year 4.39 76

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 42.30
Bear Market (10/07 - 2/09) -55.91
Bull Market (2/09 - 3/21) 463.16

Load Adjusted Returns as of Jan 31, 2026

1 Year -1.46
5 Year 3.42
10 Year 3.58
Since Inception 6.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.35 -0.12 5.63 -1.47
2024 -0.92 0.03 11.80 -3.69
2023 2.21 4.19 -2.25 9.88
2022 -2.70 -7.27 -6.71 1.65
2021 4.92 5.01 1.57 2.74

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.911.496.7114.39-14.4514.97-3.1618.12-8.771.4513.56
% Total Return Rel to Index 0.00-16.72-18.30-11.853.75-13.70-21.57-13.36-4.38-20.341.62
% Total Return Rel to Peer 0.00-3.553.073.197.66-16.380.78-7.33-2.32-7.319.08
% Perf Quintile vs Peer* 0.000.000.001.001.005.003.005.005.005.001.00
% Dividends 0.001.311.271.211.081.020.911.081.141.131.10
% Yield NA7.256.676.826.044.574.484.895.824.784.43
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.890.42
Expense Ratio 0.001.141.231.331.531.501.501.461.601.781.75

* 1 = Top 20%, 5 = Bottom 20%