Baron Real Estate Income Fund Retail Shares BRIFX

Morningstar Medalist Rating
  • NAV / 1-Day Return$18.47  /  +0.05%
  • Fund Size$295.9M
  • Adjusted Expense Ratio1.050%
  • Net Expense Ratio1.050%
  • Fee Level: DistributionAverage
  • Share Class TypeNo Load
  • Morningstar CategoryReal Estate
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$2,000
  • Investment StatusOpen
  • TTM Yield1.33%
  • Turnover Ratio122%

Morningstar’s Analysis BRIFX

Will BRIFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Morningstar Automated Analysis

Summary

Baron Real Estate Income Retail holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings BRIFX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings59.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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EastGroup Properties Inc

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Macerich Co

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Usd

4.2312M
Cash and Equivalents

BXP Inc

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Vivmark Residential

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Public Storage

3.4110M
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