Morningstar

Baron Real Estate Income Fund Retail Shares BRIFX

Morningstar Medalist Rating
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Medalist Rating as of See Baron Capital Investment Hub
  • NAV / 1-Day Return $17.68  /  −0.62 %
  • Fund Size $286.1M
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio 1.050%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 1.36%
  • Turnover Ratio 122%
NAV and 1-Day Return as of

Morningstar’s Analysis BRIFX

Will BRIFX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRIFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baron Real Estate Income Retail holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings BRIFX

More BRIFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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