About BREIX
Baron Real Estate Fund Institutional Shares is an actively managed mutual fund focused on capital appreciation through investment in equity securities of real estate-related businesses. The fund typically allocates at least 80% of its net assets to common stocks of U.S. and international companies operating in sectors tied to real estate, such as real estate investment trusts (REITs), real estate operating companies, and firms supporting the real estate industry. Its portfolio features a blend of mid- and large-cap companies, with notable holdings spanning sectors like consumer cyclical (homebuilders), data center and communication infrastructure REITs, and diversified real estate operators. The fund adopts a bottom-up stock selection approach, emphasizing growth potential within the real estate space. With an inception date of December 31, 2009, and total net assets exceeding $2 billion, Baron Real Estate Fund Institutional Shares offers investors diversified exposure to the evolving real estate market, aiming to capture opportunities arising from long-term industry trends and urban development dynamics.
Fund Family Baron Capital Group, Inc.
Category Real Estate
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BREIX
Share Class Institutional Shares
Index Index is not available on Lipper Database
BREIX had a total return of 1.82% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.84%.
