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KIFYX Westwood Real Estate Inc Inst Forecast, Technical & Fundamental Analysis

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

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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.

Market Cap

The average market capitalization across the Westwood Real Estate Inc Inst MF is 16.08B. The market cap for tickers in the group ranges from 55.59B to 55.59B. PSA holds the highest valuation in this group at 55.59B. The lowest valued company is PSA at 55.59B.

Volume

The average weekly volume growth across all stocks in the Westwood Real Estate Inc Inst 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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A.I. Advisor
published General Information

General Information

Category RetirementIncome

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

Correlation & Price change

A.I.dvisor indicates that over the last year, KIFYX has been loosely correlated with CPXAX. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if KIFYX jumps, then CPXAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To KIFYX
1D Price
Change %
KIFYX100%
-0.06%
CPXAX - KIFYX
52%
Loosely correlated
+0.08%
CPXZX - KIFYX
27%
Poorly correlated
+0.08%
CPXFX - KIFYX
26%
Poorly correlated
N/A
CPXIX - KIFYX
26%
Poorly correlated
+0.08%
CPXCX - KIFYX
24%
Poorly correlated
N/A
More
Westwood Real Estate Inc Inst (KIFYX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com