Baron Real Estate Institutional (BREIX)

Morningstar®
NAV: $0.20
1 Month Total Return: 3.97%
As of 6:05 p.m. EST on 1/24/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $620.70 mil
    • Min. Inv.
      $1,000,000
    • 1-Month Total Return
      2.68%
    • Expense Ratio
      1.06%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      0.13%
    • Turnover
      56.47%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD2.63%1Mth4.26%1Yr22.88%3Yr8.77%5Yr5.89%10Yr12.10%
    % Rank in CatYTD831Mth901Yr43Yr25Yr1910Yr2
    # of Funds in CatYTD2691Mth2691Yr2563Yr2215Yr19710Yr136
  • 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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