Baron Real Estate Fund Quote
| BRIIX Fund | USD 16.67 0.03 0.18% |
PerformanceInsignificant
| Odds Of DistressLow
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Baron Real is trading at 16.67 as of the 19th of March 2025; that is 0.18 percent down since the beginning of the trading day. The fund's open price was 16.7. Baron Real has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests at least 80 percent 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. More on Baron Real Estate
Moving together with Baron Mutual Fund
| 0.63 | FR | First Industrial Realty Sell-off Trend | PairCorr |
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Funds, Real Estate Funds, Real Estate, Baron Capital Group, Inc. (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Baron Real Estate [BRIIX] is traded in USA and was established 19th of March 2025. Baron Real is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 123.31 M in assets under management (AUM) with no minimum investment requirementsBaron Real Estate is currently producing year-to-date (YTD) return of 1.07% with the current yeild of 0.01%, while the total return for the last 3 years was 1.9%.
Check Baron Real Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Real Estate Mutual Fund Constituents
| PENN | Penn National Gaming | Stock | Consumer Discretionary | |
| VTR | Ventas Inc | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate | |
| GDS | GDS Holdings | Stock | Industrials | |
| MGM | MGM Resorts International | Stock | Consumer Discretionary | |
| INVH | Invitation Homes | Stock | Real Estate | |
| HPP | Hudson Pacific Properties | Stock | Real Estate | |
| LVS | Las Vegas Sands | Stock | Consumer Discretionary |
Baron Real Estate Risk Profiles
| Mean Deviation | 0.8631 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.42 | |||
| Risk Adjusted Performance | (0.03) |
Baron Real Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Real financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Real security.
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