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Baron Real Estate Fund Institutional Shares (BREIX)

US Funds

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37.43 -0.02 -0.05%

09/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.64B

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BREIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Baron Real Estate Institutional (BREIX) fund. Our Baron Real Estate Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	8.57	8.57	0.00
Shares	91.43	91.43	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.02	38.42
Price to Book	2.50	2.36
Price to Sales	1.82	6.23
Price to Cash Flow	13.17	15.89
Dividend Yield	1.75	3.70
5 Years Earnings Growth	10.83	5.84

Sector Allocation

Name	Net %	Category Average
Real Estate	50.18	96.58
Consumer Cyclical	23.93	3.08
Financial Services	9.88	2.46
Industrials	8.74	3.68
Basic Materials	5.29	4.88
Technology	1.97	1.22

Region Allocation

Equities

North America
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 42

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Welltower	US95040Q1040	6.33	145.63	-2.38%
American Tower	US03027X1000	5.68	207.93	-5.47%
Jones Lang LaSalle	US48020Q1076	5.58	240.52	+4.74%
CBRE A	US12504L1098	4.94	132.69	+4.82%
Brookfield	CA11271J1075	3.91	58.70	+3.53%
CoStar	US22160N1090	3.22	75.38	+1.09%
Prologis	US74340W1036	2.95	110.33	+3.20%
Hilton Worldwide	US43300A2033	2.77	252.52	+3.91%
Equinix	US29444U7000	2.71	869.29	+0.57%
Wynn Resorts	US9831341071	2.65	95.19	+8.26%

Top Equity Funds by Baron Capital Group, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
Baron Growth Instl	4.12B	-9.40	2.73	8.97
Baron Emerging Markets Institutiona	3.4B	5.46	4.50	3.09
Baron Partners Institutional	3.35B	-16.18	5.58	18.91
Baron Partners Retail	2.65B	-16.25	5.31	18.60
Baron Small Cap Instl	2.34B	-11.10	5.02	8.84

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Recent Quotes

Name	Price	Chg.	Chg. %
Baron Real Estate.	37.43	-0.02	-0.05%
JPMorgan Funds .	44.580	+1.320	+3.05%
Best-INVEST 50	59.460	+0.040	+0.07%