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

(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET

$17.84 USD

-0.08 (-0.45%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD -2.47 96
3 months -0.12 60
6 months -2.47 96
1 Year 5.01 90
3 Year 4.12 40
5 Year 6.68 44
10 Year 3.31 82

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 42.30
Bear Market (10/07 - 2/09) -55.90
Bull Market (2/09 - 3/21) 436.23

Load Adjusted Returns as of Jun 30, 2025

1 Year 1.95
5 Year 6.05
10 Year 3.01
Since Inception 6.56

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.35 -0.12 NA NA
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
2020 -31.61 19.97 8.21 9.06

Annual Return

20252024202320222021202020192018201720162015
% Total Return -2.476.7114.39-14.4514.97-3.1618.12-8.771.4513.56-1.18
% Total Return Rel to Index -8.68-18.30-11.853.75-13.70-21.57-13.36-4.38-20.341.62-2.57
% Total Return Rel to Peer -5.833.073.197.66-16.380.78-7.33-2.32-7.319.08-1.50
% Perf Quintile vs Peer* 0.000.001.001.005.003.005.005.005.001.004.00
% Dividends 0.621.271.211.081.020.911.081.141.131.101.15
% Yield 3.456.676.726.044.574.484.895.824.784.434.65
Capital Gains ($) 0.000.000.000.000.000.000.000.000.890.421.61
Expense Ratio 0.001.231.331.531.501.501.461.601.781.751.68

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