Baron Real Estate Retail (BREFX)

Morningstar®
NAV: $ -0.03
1 Month Total Return: 1.06%
As of 10:45 a.m. EDT on 4/26/2018
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  • Overview
    • Category
      Open-End
    • Net Assets
      $1.02 bil
    • Min. Inv.
      $2,000
    • 1-Month Total Return
      1.06%
    • Expense Ratio
      1.33%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      0.00%
    • Turnover
      44.56%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-8.13%1Mth2.21%1Yr-5.21%3Yr1.29%5Yr4.36%10Yr4.89%
    % Rank in CatYTD101Mth881Yr13Yr135Yr110Yrn/a
    # of Funds in CatYTD2741Mth2741Yr2623Yr2295Yr19610Yr141
  • 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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