Baron Real Estate Institutional (BREIX)

Morningstar®
NAV: $0.08
1 Month Total Return: 0.93%
As of 2:45 p.m. EDT on 7/20/2018
Print
  • Overview
    • Category
      Open-End
    • Net Assets
      $964.61 mil
    • Min. Inv.
      $1,000,000
    • 1-Month Total Return
      -0.03%
    • Expense Ratio
      1.06%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      0.00%
    • Turnover
      44.56%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD0.99%1Mth3.22%1Yr2.80%3Yr5.81%5Yr6.80%10Yr7.28%
    % Rank in CatYTD961Mth991Yr23Yr465Yr410Yrn/a
    # of Funds in CatYTD2681Mth2771Yr2593Yr2305Yr19910Yr143
  • Fund information

    Name of Issuer

    Baron Capital Group
    www.BaronFunds.com/performance

    Fund Inception

    12/31/2009

    Fund Managers

    • Jeffrey Kolitch

    Primary Perspective Benchmark

    • MSCI USA IMI Extended Real Estate NR USD
© 2018 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its current providers; (2) may not be copied or distributed; and (3)is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee for future results.
The information on this Site is for informational purposes only and the Site is not intended to be a solicitation related to any particular company, nor does Nareit intend to provide investment, financial, legal or tax advice. More...

More Open-End REIT funds