Westwood Real Estate Income FundKIFAX
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$243.8M
Expense ratio
1.23%
1-year return
+7.6%
3 years, a year
-13.7%
5 years, a year
—
Holdings
46
What it aims to do.
The Westwood Real Estate Income Fund (formerly, the Westwood Select Income Fund) (the Fund) seeks high current income and potential for modest long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| HOVNP Hovnanian Enterprises Inc | 4.42% |
| KREF Kkr Real Estate Finance Trust Inc | 3.90% |
| RLJ Rlj Lodging Trust | 3.87% |
| CDP Copt Defense Properties | 3.84% |
| CTO Cto Realty Growth Inc | 3.84% |
| CCI Crown Castle Inc | 3.64% |
| PEB Pebblebrook Hotel Trust | 3.59% |
| LXP Lxp Industrial Trust | 3.55% |
| National Storage Affiliates Trust | 3.50% |
| BFS Saul Centers Inc | 3.17% |
More on KIFAX.
- KIFAX overview
- KIFAX holdings
- KIFAX risk
- KIFAX costs
- KIFAX money in and out
- KIFAX share classes
- Compare KIFAX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.