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Westwood Real Estate Income Fund - Institutional Shares: (MF: KIFYX)

(NASDAQ Mutual Funds) As of Aug 18, 2025 08:00 PM ET

$18.00 USD

-0.02 (-0.11%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2025

Total Return %* Percentile Rank Objective
YTD -0.37 72
3 months 3.35 11
6 months 0.05 56
1 Year 3.97 22
3 Year 3.23 9
5 Year 6.99 14
10 Year 3.82 66

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -55.65
Bull Market (2/09 - 3/21) 478.70

Load Adjusted Returns as of Jul 31, 2025

1 Year 5.30
5 Year 7.04
10 Year 3.69
Since Inception 4.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.28 -0.10 NA NA
2024 -0.85 0.11 11.89 -3.58
2023 2.27 4.21 -2.17 9.92
2022 -2.66 -7.15 -6.63 1.80
2021 4.99 5.13 1.68 2.86
2020 -31.56 20.08 8.35 9.20

Annual Return

20252024202320222021202020192018201720162015
% Total Return -0.377.0714.60-14.1015.44-2.7518.64-8.521.8314.09-0.76
% Total Return Rel to Index -8.96-17.94-11.634.10-13.24-21.15-12.85-4.13-19.952.16-2.15
% Total Return Rel to Peer -2.553.443.418.01-15.921.20-6.81-2.07-6.939.61-1.07
% Perf Quintile vs Peer* 0.000.001.001.005.002.005.005.005.001.004.00
% Dividends 0.651.331.251.161.100.981.161.221.231.201.25
% Yield 3.466.847.066.334.864.755.156.065.094.714.98
Capital Gains ($) 0.000.000.000.000.000.000.000.000.890.421.61
Expense Ratio 0.820.931.091.031.101.101.061.251.371.351.27

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