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KIFAX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Westwood Real Estate Income A (KIFAX) Ownership - Who owns Westwood Real Estate Income A?

Profile

Category
Preferred Stock
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A

Details

Group
Balanced Funds
Category
Retirement Income
Total Expense Ratio
N/A
Min. Initial Investment
1000.00
Fund Existence
over 23 years
Turnover
76.00
Front Load
N/A
Net Assets
267490600.00
Manager Tenure
N/A

Fundamentals

KIFAX
Net Assets
267M
Fund Existence
over 23 years
Turnover
76.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Preferred Stock
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
86.2M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
89.8M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
51.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
6.997
Annual Yield % from dividends
6.83
Returns for 1 year
8.48
Returns for 3 years
6.74
Returns for 5 years
17.81
Returns for 10 years
24.19
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General Information

Category RetirementIncome

Profile
Fundamentals
Details
Category
Preferred Stock
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A