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Baron Real Estate Fund

BREFX:US
NASDAQ GM
24.96
USD
0.12
0.48%
As of 9:29 AM EST 2/28/2017
Fund Type
Open-End Fund
52Wk Range
21.40 - 25.08
1 Yr Return
16.29%
YTD Return
5.45%
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Previous Close
25.08
52Wk Range
21.40 - 25.08
1 Yr Return
19.39%
YTD Return
5.45%
Fund Type
Open-End Fund
Objective
Real Estate Sector
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/28/2017)
24.96
Total Assets (m USD) (on 01/31/2017)
939.670
Inception Date
12/31/2009
Last Dividend (on 10/06/2016)
0.0824
Dividend Indicated Gross Yield
-
Fund Managers
JEFFREY KOLITCH
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
1.00%
Expense Ratio
1.31%

Top Fund Holdings

Name Position Value % of Fund
325.31 k 64.96 m 6.81
2.07 m 59.64 m 6.25
1.65 m 58.00 m 6.08
134.54 k 48.09 m 5.04
436.20 k 46.10 m 4.83
538.63 k 43.95 m 4.61
301.70 k 40.45 m 4.24
1.15 m 36.21 m 3.80
438.60 k 35.83 m 3.76
227.10 k 28.42 m 2.98
Profile
Baron Real Estate Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund invests 80% of its net assets for the long term in equity securities in the form of common stock of U.S. and non-U.S. real estate and real estate-related companies of any size or in companies that own significant real estate assets at the time of investment.
Address
Baron Funds
767 Fifth Avenue
New York, NY 10153
USA
Phone
1-800-992-2766