Baron Real Estate Institutional (BREIX)

Morningstar®
NAV: $ -0.54
1 Month Total Return: -23.83%
As of 7:05 p.m. EDT on 4/6/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $473.12 mil
    • Min. Inv.
      $1,000,000
    • 1-Month Total Return
      -23.83%
    • Expense Ratio
      1.06%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      0.16%
    • Turnover
      53.44%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-32.04%1Mth-30.06%1Yr-26.11%3Yr-5.37%5Yr-2.17%10Yr6.20%
    % Rank in CatYTD131Mth91Yr63Yr85Yr2710Yr1
    # of Funds in CatYTD2521Mth2541Yr2463Yr2205Yr19210Yr131
  • 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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