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

The investment seeks a combination of capital appreciation and current income... 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
1.05
Min. Initial Investment
2000.00
Fund Existence
about 7 years
Turnover
109.95
Front Load
N/A
Net Assets
212657420.00
Manager Tenure
N/A

Fundamentals

BRIFX
Net Assets
213M
Fund Existence
about 7 years
Turnover
109.95
Total Expense Ratio
1.05
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
1.32
Assets in Top Ten Holdings
86.1M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
18.9M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
27.00
Number of Net Holdings
27.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
61.47%
Gain YTD
0.964
Annual Yield % from dividends
1.16
Returns for 1 year
16.34
Returns for 3 years
7.86
Returns for 5 years
56.84
Returns for 10 years
N/A
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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