KIFAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

The investment seeks high current income and potential for modest long-term growth of capital... Show more

Category: #Retirement Income

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

KIFAX

Net Assets

252M

Fund Existence

about 24 years

Turnover

94.00

Total Expense Ratio

1.23

Front Load

3.00%

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

1.20

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

Fund Share Class Net Assets

84.8M

Fund Type

OpenEnd

Index Fund

Management Fee

0.70

Modified Duration

N/A

No Load Fund

Number of Long Holdings

49.00

Number of Net Holdings

49.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

34.38%

Gain YTD

-3.726

Annual Yield % from dividends

7.35

Returns for 1 year

4.61

Returns for 3 years

9.46

Returns for 5 years

47.13

Returns for 10 years

17.58

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General Information

Category RetirementIncome

Profile

Fundamentals

Details