Morningstar

Baron Real Estate Income Fund R6 Shares BRIUX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 19.12  /  +0.26 %
  • Total Assets 300.8M
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 1.42%
  • Turnover 122%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BRIUX

Will BRIUX 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 BRIUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRIUX 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 BRIUX’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 R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings BRIUX

More BRIUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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