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Baron Real Estate Institutional BREIX

Analyst rating as of
NAV / 1-Day Return
30.23  /  0.62 %
Total Assets
1.4 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
Above Average
Longest Manager Tenure
12.92 years
Category
Real Estate
Investment Style
Mid Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
64%

Morningstar’s Fund Analysis BREIX

Will BREIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A non-traditional real estate fund.

Associate Director

Summary

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Baron Real Estate’s unique approach leads to an eclectic portfolio, but its experienced and proven manager gives it an edge. The fund’s two cheapest share classes earn Morningstar Analyst Ratings of Bronze, while its pricier Retail shares are rated Neutral.

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