KIFAX Westwood Real Estate Income A Forecast, Technical & Fundamental Analysis

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

Category: #Retirement Income

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A.I.Advisor

published Highlights

Industry description

The investment seeks high current income and potential for modest long-term growth of capital. Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in income-producing securities of companies in the real estate industry. It invests primarily in securities of companies in the real estate industry, such as real estate investment trusts ("REITs"), master limited partnerships and other real estate firms.

Volume

The average weekly volume growth across all stocks in the Westwood Real Estate Income A MF was 7%. For the same stocks of the MF, the average monthly volume growth was -50% and the average quarterly volume growth was -46%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 60

P/E Growth Rating: 84

Price Growth Rating: 53

SMR Rating: 85

Profit Risk Rating: 86

Seasonality Score: -26 (-100 ... +100)

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published General Information

General Information

Category RetirementIncome

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Fundamentals

Details

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KIFAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, KIFAX has been loosely correlated with CPXCX. These tickers have moved in lockstep 39% of the time. This A.I.-generated data suggests there is some statistical probability that if KIFAX jumps, then CPXCX could also see price increases.

Ticker / NAME	Correlation To KIFAX	1D Price Change %
KIFAX	100%	N/A
CPXCX - KIFAX	39% Loosely correlated	+0.16%
CPXAX - KIFAX	39% Loosely correlated	+0.08%
CPXIX - KIFAX	38% Loosely correlated	+0.08%
CPXFX - KIFAX	26% Poorly correlated	+0.16%
CPXZX - KIFAX	25% Poorly correlated	+0.08%
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