Baron Real Estate Retail (BREFX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.35%|
Performance & Risk
|5y Avg Return:||21.91%|
|Rank in Category (ytd):||96|
|% Rank in Category (ytd):||35.04%|
|Morningstar Risk Rating:||4|
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 size, 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. The fund's investments in non-U.S. companies will not exceed 25%. It is non-diversified. View More