Nasdaq - Delayed Quote • USD
Westwood Real Estate Inc Inst (KIFYX)
As of 8:05 AM EDT. Market Open.
Fund Summary
Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in income-producing securities. 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.
Westwood Real Estate Inc Inst
Cincinnati, OH 45246
225 Pictoria Drive, Suite 450
Fund Overview
Category | Preferred Stock |
Fund Family | Westwood |
Net Assets | 264.09M |
YTD Return | -0.85% |
Yield | 7.08% |
Morningstar Rating | |
Inception Date | Mar 30, 2001 |
Fund Operations
Last Dividend | 0.31 |
Last Cap Gain | -5.00 |
Holdings Turnover | -- |
Average for Category | -- |
Fees & Expenses
Expense | KIFYX | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 1.25% | 1.00% |
Prospectus Net Expense Ratio | 1.25% | -- |
Prospectus Gross Expense Ratio | 1.14% | -- |
Max 12b1 Fee | -- | -- |
Max Front End Sales Load | -- | 4.00% |
Max Deferred Sales Load | -- | 1.00% |
3 Yr Expense Projection | 0 | -- |
5 Yr Expense Projection | 0 | -- |
10 Yr Expense Projection | 0 | -- |
Management Information
John D. Palmer, Lead Manager since May 01, 2021
John is a portfolio manager for the Westwood Salient real estate team. Prior to joining Westwood (formerly Salient) in 2013, John evaluated and executed strategic acquisitions of wealth management firms at Focus Financial Partners. Previously, he evaluated privately held bank and thrift investment opportunities at Belvedere Capital Partners, a financial services-focused private equity firm. John began his career at RBC Capital Markets, executing mergers and acquisitions as well as equity and debt transactions primarily for financial services sector clients.
John has an MBA in finance from the Kellogg School of Management at Northwestern University, and he graduated with high honors from St. Olaf College, majoring in mathematics and economics. Morningstar Style Box
Morningstar Category
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