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    More On BREIX


    Baron Real Estate Institutional (BREIX)

    25.37 Up 0.16(0.63%) Feb 27

    Holdings as of Dec 30, 2016Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:2.60
    Stocks:96.30
    Bonds:0.00
    Other:1.10
    Top 10 Holdings (48.4% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    Mohawk Industries, Inc. Common MHK6.81N/A
    MGM Resorts International CommoMGM6.25N/A
    InterXion Holding N.V. OrdinaryINXN6.08N/A
    Equinix, Inc.EQIX5.04N/A
    American Tower Corporation (REIAMT4.83N/A
    Hilton Worldwide HN/A4.61N/A
    Home Depot, Inc. (The) Common SHD4.24N/A
    CBRE Group Inc Common Stock ClaCBG3.80N/A
    Macquarie Infrastructure CompanMIC3.76N/A
    Vulcan Materials Company (HoldiVMC2.98N/A
    Get Quotes for Top 10 Holdings
    Equity Holdings 
    AveragesBREIXCategory Avg
    Price/Earnings24.7439.30
    Price/Book3.092.52
    Price/Sales2.446.98
    Price/Cashflow14.4716.18
    Median Market Cap12.85K13.33K
    3 Year Earnings Growth21.27%16.27%
    Sector Weightings (%)  
    Sector BREIXCategory Avg
    Basic Materials
     
    13.180.94
    Consumer Cyclical
     
    31.661.56
    Financial Services0.000.14
    Realestate
     
    37.1095.18
    Consumer Defensive0.000.00
    Healthcare0.000.11
    Utilities0.000.00
    Communication Services
     
    6.721.70
    Energy0.000.00
    Industrials
     
    5.030.21
    Technology
     
    6.310.16
    Bond Ratings (%)  
    SectorBREIXCategory Avg
    US GOVERNMENTN/AN/A
    AAAN/A1.34
    AAN/A1.05
    AN/A5.86
    BBBN/A25.64
    BBN/A23.49
    BN/A25.47
    BELOW BN/A3.02
    OTHERN/A14.15
    Bond Holdings 
    AveragesBREIXCategory Avg
    MaturityN/A6.37
    DurationN/A2.74
    Credit QualityN/ABelowB