You are using an older browser version. Please use a supported version for the best MSN experience.

Baron Real Estate Retail

BREFX
22.99
-0.19
-0.82%
4/29/2016
5 Years
  • Previous Close

    23.18

  • Net Assets

    644.28M

  • Yield

    0.05%

  • Front load

    None

  • Expenses

    1.31%

  • 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. It is non-diversified.

Purchase Information

Initial Purchase 2,000
Initial Purchase: IRA NA
Initial Purchase: AIP 500

Inception

12/31/2009

AdChoices
AdChoices
AdChoices
image beaconimage beaconimage beacon