Baron Real Estate Retail
BREFX
▲
27.51
+0.06
+0.22%
5 Years
-
Previous Close
27.45
-
Net Assets
410.50M
-
Yield
0.00%
-
Front load
None
-
Expenses
1.33%
-
Category
Real Estate
-
Morningstar Risk
Above Average
- Morningstar Rating ★★★
Profile
Name of Issuer
Baron Capital Group
Fund Style
Open
Fund Manager
Jeffrey Kolitch
Investment Style
Medium Growth
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.
Purchase Information
Initial Purchase
2,000
Initial Purchase: IRA
NA
Initial Purchase: AIP
500
Inception
12/31/2009
