Baron Real Estate FundBREFX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$2.2B
Expense ratio
1.32%
1-year return
-2.4%
3 years, a year
+8.4%
5 years, a year
+1.9%
12-month yield
1.67%
Holdings
39
What it aims to do.
The investment goal of Baron Real Estate Fund (the Fund) is capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WELL Welltower Inc | 7.04% |
| EQIX Equinix Inc | 6.77% |
| PLD Prologis Inc | 4.73% |
| TOL Toll Brothers Inc | 4.03% |
| BN Brookfield Corp | 3.99% |
| JLL Jones Lang LaSalle Inc | 3.35% |
| CBRE CBRE Group Inc | 3.32% |
| WYNN Wynn Resorts Ltd | 3.25% |
| ABNB Airbnb Inc | 3.17% |
| SITE SiteOne Landscape Supply Inc | 3.12% |
More on BREFX.
- BREFX overview
- BREFX holdings
- BREFX risk
- BREFX costs
- BREFX money in and out
- BREFX share classes
- Compare BREFX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.