Baron Real Estate Income Fund Retail Shares
BRIFX
NASDAQ
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Fund Information
Fund Type
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Inception Date
Open/Closed to New Investors
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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
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Price
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NAV
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Company Information
Provider
Baron Capital Group, Inc.
Manager/Tenure
(Years)
(Years)
Jeffrey Kolitch (7)
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 a combination of capital appreciation and current income. The fund invests at least 80% of its net assets in real estate income-producing securities and other real estate securities of any market capitalization, including common stocks and equity securities, debt and preferred securities, non-U.S. real estate income-producing securities, and any other real estate-related yield securities. It is likely to maintain a significant portion of its assets in real estate investment trusts ("REITs"). The fund is non-diversified.