7,576.31

-144.08

-1.87%

51,827.16

-515.40

-0.98%

25,381.35

-803.38

-3.07%

2,800.33

-58.88

-2.06%

4.9410

-0.0480

-0.96%

21.03

+3.83

+22.19%

3,899.40

-132.00

-3.27%

77,155.42

-3,643.07

-4.51%

Crude Oil Dec 26

104.83

+2.83

+2.77%

US Private Equity

10,932.82

-7.68

-0.07%

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Baron Real Estate Retail (BREFX)

37.47 +0.95 (+2.60%)

As of 8:10:10 AM EDT. Market Open.

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Previous Close 36.52
YTD Return -8.12%
Expense Ratio 1.32%
Category Real Estate
Last Cap Gain 22.00
Morningstar Rating
★ ★ ★ ★ ★
Morningstar Risk Rating --
Net Assets 1.9B
Beta (5Y Monthly) 1.16
Yield 0.10%
5y Average Return --
Holdings Turnover 70.00%
Last Dividend 0.04
Inception Date Dec 31, 2009

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 market capitalization, 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.

Baron Capital Group, Inc.

Fund Family

Real Estate

Fund Category

1.9B

Net Assets

2009-12-31

Inception Date

Trailing returns as of 10/28/2026. Category is Real Estate.

YTD Return

BREFX

8.12%

Category

20.43%

1-Year Return

BREFX

9.40%

Category

36.79%

3-Year Return

BREFX

8.57%

Category

10.81%

5-Year Return

BREFX

0.91%

Category

7.03%

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