Baron Real Estate Institutional (BREIX)

Morningstar®
NAV: $0.06
1 Month Total Return: -0.46%
As of 7:05 p.m. EDT on 7/13/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $625.99 mil
    • Min. Inv.
      $1,000,000
    • 1-Month Total Return
      2.34%
    • Expense Ratio
      1.08%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      0.13%
    • Turnover
      53.44%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-17.28%1Mth-3.62%1Yr-12.91%3Yr0.48%5Yr2.88%10Yr8.17%
    % Rank in CatYTD11Mth21Yr13Yr25Yr310Yr1
    # of Funds in CatYTD2511Mth2541Yr2513Yr2195Yr19210Yr134
  • 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
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