Baron Real Estate Fd Insti Shs

Frequently Asked Questions About BREIX

What does BREIX invest in?

The fund's primary objective is to achieve capital appreciation. To meet this goal, it typically commits at least 80% of its net assets for the long term to common stock. These investments are in U.S. and international companies engaged in the real estate sector or related activities, encompassing businesses of any market capitalization. This also extends to companies that the investment adviser deems to possess significant real estate holdings. A defining feature of the fund's strategy is its concentration, with over 25% of its net assets consistently allocated to the broader real estate industry.

What is the expense ratio of BREIX?

Baron Real Estate Fd Insti Shs (BREIX) charges an expense ratio of 1.05%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BREIX?

Baron Real Estate Fd Insti Shs (BREIX) manages $2.29B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BREIX actively managed or an index fund?

BREIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BREIX launched?

Baron Real Estate Fd Insti Shs (BREIX) launched in December 2009 and is managed by the fund issuer.

How has BREIX performed?

BREIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.