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Westwood Global Real Estate Fund - Class A: (MF: KIRAX)

(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET

$13.52 USD

-0.10 (-0.73%)

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 Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 5.21 90
3 months 10.51 82
6 months 9.70 85
1 Year 15.30 76
3 Year -2.18 73
5 Year 1.31 86
10 Year 1.77 94

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -66.10
Bull Market (2/09 - 3/21) 223.31

Load Adjusted Returns as of Aug 31, 2024

1 Year 0.96
5 Year -1.49
10 Year 0.85
Since Inception 1.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 -0.85 -4.45 NA NA
2023 0.70 1.02 -4.00 14.35
2022 -1.85 -16.47 -11.95 8.18
2021 8.10 6.13 -0.01 5.98
2020 -30.94 9.36 0.56 18.02
2019 14.88 -0.89 3.22 2.79

Annual Return

20242023202220212020201920182017201620152014
% Total Return 5.2111.68-21.9021.58-10.3620.82-10.7421.300.59-4.121.04
% Total Return Rel to Index -14.33-14.56-3.70-7.09-28.76-10.66-6.34-0.49-11.34-5.50-12.59
% Total Return Rel to Peer -4.000.490.21-9.77-6.40-4.63-4.2912.53-3.88-4.43-18.63
% Perf Quintile vs Peer* 0.003.001.005.005.005.005.001.005.005.005.00
% Dividends 0.130.280.260.400.170.290.870.960.670.551.15
% Yield 0.952.052.222.541.301.976.836.335.033.927.63
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 1.381.341.541.551.551.551.872.442.351.911.85

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