Baron Real Estate Retail (BREFX)

Morningstar®
NAV: $0.71
1 Month Total Return: 0.41%
As of 6:05 p.m. EDT on 9/23/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $764.59 mil
    • Min. Inv.
      $2,000
    • 1-Month Total Return
      -2.47%
    • Expense Ratio
      1.33%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      0.00%
    • Turnover
      53.44%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-17.99%1Mth-5.47%1Yr-16.99%3Yr-0.03%5Yr3.35%10Yr7.54%
    % Rank in CatYTD11Mth31Yr13Yr15Yr310Yr1
    # of Funds in CatYTD2451Mth2471Yr2453Yr2185Yr19410Yr138
  • 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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