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BREFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$40.08
Change
-$0.32 (-0.79%)
Net Assets
2.31B

BREFX price forecast, quote, news & analysis

Category: @Real Estate
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), DR Horton (NYSE:DHI), Lennar Corp (NYSE:LEN), Las Vegas Sands Corp (NYSE:LVS), MGM Resorts International (NYSE:MGM), Wynn Resorts Limited (NASDAQ:WYNN).

Industry description

The investment seeks capital appreciation. The fund normally 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 market capitalization, and in companies which, in the opinion of the Adviser, own significant real estate assets at the time of investment ("real estate companies"). It will invest more than 25% of its net assets in the real estate industry.

Market Cap

The average market capitalization across the Baron Real Estate Retail MF is 51.32B. The market cap for tickers in the group ranges from 11.46B to 120.46B. PLD holds the highest valuation in this group at 120.46B. The lowest valued company is WYNN at 11.46B.

Volume

The average weekly volume growth across all stocks in the Baron Real Estate Retail MF was 16%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 68
P/E Growth Rating: 65
Price Growth Rating: 45
SMR Rating: 56
Profit Risk Rating: 48
Seasonality Score: 10 (-100 ... +100)
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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