Baron Real Estate Institutional (BREIX)

Morningstar®
NAV: $ -0.43
1 Month Total Return: -8.46%
As of 6:05 p.m. EDT on 10/12/2018
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  • Overview
    • Category
      Open-End
    • Net Assets
      $851.02 mil
    • Min. Inv.
      $1,000,000
    • 1-Month Total Return
      -7.82%
    • Expense Ratio
      1.06%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      0.24%
    • Turnover
      44.56%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-4.45%1Mth-7.06%1Yr-4.07%3Yr3.47%5Yr6.81%10Yr9.04%
    % Rank in CatYTD1001Mth861Yr973Yr515Yr7810Yrn/a
    # of Funds in CatYTD2581Mth2711Yr2523Yr2225Yr19010Yr138
  • 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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