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Baron Real Estate Fund Retail Shares (BREFX)

US Funds

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39.64 -0.39 -0.97%

20/09 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 393.17M

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BREFX Overview

Find basic information about the Baron Real Estate Fund Retail Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add BREFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change33.78%

Prev. Close40.03

Risk Rating

TTM Yield0.05%

ROE16.95%

IssuerN/A

Turnover29.81%

ROA6.36%

Inception Date40178

Total Assets393.17M

Expenses1.31%

Min. Investment2,000

Market Cap28.87B

CategoryReal Estate

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Baron Real Estate Fund Retail Shares Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 4

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1096	1101	1190	1027	1957	2496
Fund Return	9.56%	10.13%	18.99%	0.9%	14.38%	9.58%
Place in category	184	233	171	59	3	2
% in Category	76	96	68	30	1	1

Top Equity Funds by Baron Capital Group, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
Baron Growth Instl	5.09B	5.85	-0.80	10.81
Baron Emerging Markets Institutiona	3.61B	9.63	-6.33	2.53
Baron Partners Institutional	3.02B	-3.27	-1.17	17.51
Baron Small Cap Instl	2.74B	11.20	-1.01	10.36
Baron Partners Retail	2.51B	-3.43	-1.43	17.20

Top Funds for Real Estate Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard REIT Index Adm	21.92B	9.99	-0.54	6.32
Vanguard REIT Index I	11.36B	9.97	-0.53	6.34
Vanguard Real Estate II Index Fund	9.76B	10.06	-0.49	-
Cohen & Steers Instl Realty Shares	7.7B	12.57	1.45	8.18
DFA Real Estate Securities I	7.76B	11.31	0.45	7.09

Top Holdings

Name	ISIN	Weight %	Last	Change %
Toll Brothers	US8894781033	6.71	150.44	-1.75%
Lennar	US5260571048	5.65	182.19	-5.33%
DR Horton	US23331A1097	5.00	191.89	-2.62%
Equinix	US29444U7000	5.00	877.20	+0.71%
American Tower	US03027X1000	4.80	235.06	+1.18%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Baron Real Estate.	39.64	-0.39	-0.97%