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Baron Real Estate Fund Retail Shares (BREFX)

US Funds

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42.07 +1.11 +2.71%

25/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 407.13M

Type: Fund

Market: United States

Issuer: Baron Capital Group

Asset Class: Equity

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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. (ISIN: US06828M7020)

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Technical Chart

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Rating

1-Year Change31.54%

Prev. Close40.96

Risk Rating

TTM Yield0.20%

ROE14.43%

IssuerBaron Capital Group

Turnover29.81%

ROA5.95%

Inception Date40178

Total Assets407.13M

Expenses1.31%

Min. Investment2,000

Market Cap29.65B

CategoryReal Estate

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1144	1061	1432	1047	1943	2605
Fund Return	14.37%	6.14%	43.18%	1.55%	14.21%	10.05%
Place in category	31	70	4	25	3	2
% in Category	13	20	2	10	1	1

Top Equity Funds by Baron Capital Group, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
Baron Growth Instl	4.9B	4.31	-2.59	10.54
Baron Emerging Markets Institutiona	3.58B	11.31	-4.92	2.99
Baron Partners Institutional	3.07B	-0.43	-7.93	18.11
Baron Small Cap Instl	2.75B	12.30	-1.25	10.49
Baron Partners Retail	2.53B	-0.64	-8.16	17.80

Top Funds for Real Estate Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard REIT Index Adm	21.53B	9.73	-0.95	5.94
Vanguard REIT Index I	10.44B	9.73	-0.93	5.96
Vanguard Real Estate II Index Fund	9.7B	9.79	-0.91	-
Cohen & Steers Instl Realty Shares	8.07B	12.96	1.22	7.79
DFA Real Estate Securities I	7.61B	10.55	-0.06	6.62

Top Holdings

Name	ISIN	Weight %	Last	Change %
Equinix	US29444U7000	6.38	978.26	+0.40%
Toll Brothers	US8894781033	6.12	164.16	-2.17%
Lennar	US5260571048	5.87	173.35	-2.97%
DR Horton	US23331A1097	5.63	168.70	-2.45%
Blackstone	US09260D1072	4.39	191.66	-0.76%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Baron Real Estate.	42.07	+1.11	+2.71%