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BREFX
Mutual Fund ticker: NASDAQ
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Baron Real Estate Retail (BREFX) Ownership - Who owns Baron Real Estate Retail?

The investment seeks capital appreciation... Show more

Category: #Real Estate

Profile

Category
Real Estate
Address
Baron Select Funds767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com

Details

Group
Domestic Stock Funds
Category
Real Estate
Total Expense Ratio
1.31
Min. Initial Investment
2000.00
Fund Existence
over 15 years
Turnover
77.00
Front Load
N/A
Net Assets
2242187500.00
Manager Tenure
N/A

Fundamentals

BREFX
Net Assets
2.24B
Fund Existence
over 15 years
Turnover
77.00
Total Expense Ratio
1.31
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Real Estate
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.31
Assets in Top Ten Holdings
963M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
398M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
42.00
Number of Net Holdings
42.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
45.59%
Gain YTD
4.448
Annual Yield % from dividends
0.16
Returns for 1 year
11.83
Returns for 3 years
24.88
Returns for 5 years
30.94
Returns for 10 years
54.63
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category RealEstate

Profile
Fundamentals
Details
Category
Real Estate
Address
Baron Select Funds767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com