About BREFX
Baron Real Estate Fund Retail Shares is a diversified mutual fund focused on long-term capital appreciation through investments in real estate and real estate-related companies worldwide. The fund allocates at least 80% of its net assets to equity securities, such as common stocks, of both U.S. and international firms that are engaged in or own significant real estate assets. Its portfolio spans a broad array of real estate businesses, including sectors such as commercial and residential development, property management, data centers, and infrastructure, as well as related service companies. Notable holdings include leading homebuilders, real estate investment trusts (REITs), and firms providing real estate technology and logistics solutions. The fund’s strategy is actively managed, aiming to identify growth opportunities across various market capitalizations and industries connected to real estate. With a history dating back to 2009 and billions in net assets, Baron Real Estate Fund Retail Shares plays a significant role as a specialized vehicle for investors seeking diversified exposure to the global real estate market and its evolving trends.
Fund Family Baron Capital Group, Inc.
Category Real Estate
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BREFX
Share Class Retail Shares
Index Index is not available on Lipper Database
BREFX had a total return of 1.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.50%.
