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Baron Real Estate Institutional (BREIX)

24.28 Up 0.46(1.93%) Oct 21
Prev Close:23.82
YTD Return*:6.87%
Net Assets*:1.49B
Yield*:0.13%

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
BKD9.1016.11
HOT5.304.72
HD4.3212.25
WYN4.248.56
H4.0618.38

Fund Basics

Morningstar Overall Rating:
Total Assets:1.49B
Category:Real Estate
Annual Report Expense Ratio (net):1.09%

Performance & Risk

YTD Return:6.87%
5y Avg Return:N/A
Rank in Category (ytd):97
% Rank in Category (ytd):35.02%
Beta (3y):0.98
Morningstar Risk Rating:4

Fund Summary

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
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