Baron Real Estate Income FundBRIFX
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$264.4M
Expense ratio
1.05%
1-year return
+5.7%
3 years, a year
+10.5%
5 years, a year
+4.2%
Holdings
31
What it aims to do.
The investment goal of Baron Real Estate Income Fund (the Fund) is a combination of capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| EQIX Equinix Inc | 9.87% |
| WELL Welltower Inc | 9.87% |
| PLD Prologis Inc | 9.40% |
| VTR Ventas Inc | 5.66% |
| EGP EastGroup Properties Inc | 3.95% |
| MAC Macerich Co/The | 3.94% |
| DLR Digital Realty Trust Inc | 3.66% |
| HST Host Hotels & Resorts Inc | 3.35% |
| EPRT Essential Properties Realty Trust Inc | 3.32% |
| PSA Public Storage | 2.75% |
More on BRIFX.
- BRIFX overview
- BRIFX holdings
- BRIFX risk
- BRIFX costs
- BRIFX money in and out
- BRIFX share classes
- Compare BRIFX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.