Baron Real Estate Institutional (BREIX)
20.87 
0.10(0.48%) May 17
| Prev Close: | 20.77 |
|---|
| YTD Return*: | 13.27% |
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| Net Assets*: | 391.12M |
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| Yield*: | N/A |
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* As of 31-Mar-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for BREIX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| HOT | 4.68 | 9.66 |
| H | 4.23 | 11.33 |
| CSU | 3.72 | 39.38 |
| WYNN | 3.64 | 10.40 |
| BKD | 3.32 | 8.61 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 391.12M |
| Category: | Real Estate |
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| Annual Report Expense Ratio (net): | 1.10% |
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Performance & Risk
| YTD Return: | 13.27% |
| 5y Avg Return: | N/A |
| Rank in Category (ytd): | 1 |
| % Rank in Category (ytd): | 0.36% |
| Beta (3y): | 1.03 |
| Morningstar Risk Rating: | 5 |
Fund Summary
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.
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