Baron Real Estate Institutional (BREIX)

Morningstar®
NAV: $ -0.34
1 Month Total Return: 11.89%
As of 7:05 p.m. EST on 1/23/2019
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  • Overview
    • Category
      Open-End
    • Net Assets
      $543.20 mil
    • Min. Inv.
      $1,000,000
    • 1-Month Total Return
      11.65%
    • Expense Ratio
      1.06%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      0.30%
    • Turnover
      44.56%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD6.03%1Mth6.24%1Yr3.22%3Yr6.26%5Yr7.43%10Yr14.05%
    % Rank in CatYTD31Mth11Yr1003Yr235Yr9810Yrn/a
    # of Funds in CatYTD2651Mth2651Yr2503Yr2225Yr19510Yr138
  • 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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