- What are the top holdings of BREFX?
- Baron Real Estate Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does BREFX have?
- BREFX holds — positions as reported by the fund's most recent disclosure.
- What sectors does BREFX invest in?
- Baron Real Estate Fund (BREFX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is BREFX most exposed to?
- BREFX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is BREFX a US-only fund?
- The country allocation card on this page shows BREFX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does BREFX invest in?
- The fund generally commits a minimum of 80% of its overall net assets to long-term investments. These holdings primarily consist of common shares (equity securities) from companies, both domestic and international, that are engaged in real estate or related fields, spanning all market capitalizations. This allocation also extends to businesses which the Adviser, at the time of investment, believes hold substantial real estate assets. Furthermore, the fund is mandated to direct over 25% of its total net assets into the broader real estate sector.
