Baron Real Estate Retail (BREFX)

Morningstar®
NAV: $ -0.16
1 Month Total Return: -4.64%
As of 7:01 p.m. EDT on 8/14/2018
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  • Overview
    • Category
      Open-End
    • Net Assets
      $925.90 mil
    • Min. Inv.
      $2,000
    • 1-Month Total Return
      -4.30%
    • Expense Ratio
      1.32%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      0.00%
    • Turnover
      44.56%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD0.63%1Mth-0.83%1Yr4.71%3Yr5.37%5Yr8.13%10Yr6.85%
    % Rank in CatYTD991Mth1001Yr183Yr765Yr5710Yrn/a
    # of Funds in CatYTD2681Mth2771Yr2593Yr2315Yr19910Yr143
  • 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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