Baron Real Estate Fund Quote
| BREFX Fund | USD 42.10 0.43 1.01% |
PerformanceSolid
| Odds Of DistressLow
|
Baron Real is trading at 42.10 as of the 15th of September 2025; that is 1.01 percent decrease since the beginning of the trading day. The fund's open price was 42.53. Baron Real has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 17th of June 2025 and ending today, the 15th of September 2025. Click here to learn more.
The fund normally invests 80 percent of its net assets for the long term in equity securities in the form of common stock of U.S. and non-U.S. real estate and real estate-related companies of any market capitalization, and in companies which, in the opinion of the Adviser, own significant real estate assets at the time of investment . More on Baron Real Estate
Moving together with Baron Mutual Fund
| 0.69 | O | Realty Income | PairCorr |
| 0.87 | DX | Dynex Capital | PairCorr |
| 0.68 | FR | First Industrial Realty | PairCorr |
| 0.89 | HR | Healthcare Realty Trust | PairCorr |
| 0.96 | KW | Kennedy Wilson Holdings | PairCorr |
Moving against Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Funds, Real Estate Funds, Real Estate, Baron Capital Group, Inc., Large, Real Estate (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Baron Real Estate [BREFX] is traded in USA and was established 15th of September 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 1.56 B in assets under management (AUM) with no minimum investment requirementsBaron Real Estate is currently producing year-to-date (YTD) return of 0.03% with the current yeild of 0.0%, while the total return for the last 3 years was 11.55%.
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
| WYNN | Wynn Resorts Limited | Stock | Consumer Discretionary | |
| LEN | Lennar | Stock | Consumer Discretionary | |
| MGM | MGM Resorts International | Stock | Consumer Discretionary | |
| EQIX | Equinix | Stock | Real Estate | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| HGV | Hilton Grand Vacations | Stock | Consumer Discretionary | |
| GDS | GDS Holdings | Stock | Industrials | |
| JLL | Jones Lang LaSalle | Stock | Real Estate |
Baron Real Estate Risk Profiles
| Mean Deviation | 0.8587 | |||
| Semi Deviation | 0.7322 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 |
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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