KIRCX - Westwood Salient Global Real Estate Fund C Class Shares

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Westwood Salient Global Real Estate Fund C Class Shares

Cincinnati, OH 45246

225 Pictoria Drive, Suite 450

Ultimus Managers Trust

Management Information
John D. Palmer,Lead Manager since April 30, 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
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGlobal Real Estate
Fund FamilyWestwood
Net Assets19.58M
YTD Return0.90%
Morningstar Rating
Inception DateApr 27, 2006

Fund Operations

Last Dividend0.03
Last Cap Gain-127.00
Holdings Turnover29.00%
Average for CategoryN/A

Fees & Expenses

ExpenseKIRCXCategory Average
Annual Report Expense Ratio (net)2.05%1.21%
Prospectus Net Expense Ratio2.05%N/A
Prospectus Gross Expense Ratio2.44%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.20%
Max Deferred Sales LoadN/A1.24%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A