Baron Real Estate Fund Institutional Shares
BREIX
NASDAQ
Rating
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Risk
Fund Information
Fund Type
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Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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Price
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NAV
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52-Week High
Company Information
Provider
Baron Capital Group, Inc.
Manager/Tenure
(Years)
(Years)
Jeffrey Kolitch (15)
Address
767 Fifth Avenue, 48th Floor
New York NY - 10153
New York NY - 10153
Country
United States
Phone Number
800-992-2766
Investment Strategy
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 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.