Baron Real Estate Retail (BREFX)
20.70 0.10(0.49%) May 17
* As of 31-Mar-13
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:||N/A|
|Rank in Category (ytd):||2|
|% Rank in Category (ytd):||0.73%|
|Morningstar Risk Rating:||5|
The investment seeks capital appreciation.
The fund normally invests 80% of 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, or in companies which, in the opinion of the Advisor, own significant real estate assets at the time of investment ("real estate companies"). Its investments in non-U.S. companies will not exceed 25%. The fund is non-diversified. View More