BREIX : Baron Real Estate Fund Institutional Shares

BREIX is a Alternatives Market Real Estate with MODERATE fees.

BREIX

Baron Real Estate Fund Institutional Shares

FI Score

37 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

37% FI Score
  • breix
  • Mutual Fund
  • Alternatives
  • Real Estate

Baron Real Estate Fund Institutional Shares

Expenses: 1.08% (Better than 1% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
7.17% GDS Holdings Ltd ADR
5.89% Equinix Inc
4.96% CBRE Group Inc Class A
4.89% Brookfield Asset Management Inc Class A
4.14% Penn National Gaming Inc
3.48% American Tower Corp
3.30% Vulcan Materials Co
3.14% Prologis Inc
3.12% Lowe's Companies Inc
3.05% The Home Depot Inc
2.83% Lennar Corp
2.72% Alexandria Real Estate Equities Inc
2.44% Digital Realty Trust Inc
2.39% Zillow Group Inc C
2.38% CoStar Group Inc
2.35% D.R. Horton Inc
2.34% Americold Realty Trust
2.32% Rexford Industrial Realty Inc
2.21% SiteOne Landscape Supply Inc
2.12% Jones Lang LaSalle Inc
2.07% Red Rock Resorts Inc A
2.05% Wynn Resorts Ltd
2.04% Installed Building Products Inc
2.01% SBA Communications Corp
2.00% Invitation Homes Inc

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