Baron Real Estate Fund Quote

BRIIX Fund  USD 17.20  0.07  0.41%   

Performance

Fair

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Baron Real is trading at 17.20 as of the 16th of September 2025; that is 0.41 percent down since the beginning of the trading day. The fund's open price was 17.27. Baron Real has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 18th of June 2025 and ending today, the 16th of September 2025. Click here to learn more.
The investment seeks a combination of capital appreciation and current income. Baron Real is traded on NASDAQ Exchange in the United States. More on Baron Real Estate

Baron Mutual Fund Highlights

Fund ConcentrationBaron Capital Group, Inc. Funds, Large Funds, Real Estate Funds, Real Estate, Baron Capital Group, Inc. (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Baron Real Estate [BRIIX] is traded in USA and was established 16th 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 123.31 M in assets under management (AUM) with no minimum investment requirementsBaron Real Estate is currently producing year-to-date (YTD) return of 2.71% with the current yeild of 0.02%, while the total return for the last 3 years was 4.97%.
Check Baron Real Probability Of Bankruptcy

Instrument Allocation

Top Baron Real Estate Mutual Fund Constituents

COLDAmericold Realty TrustStockReal Estate
KWKennedy Wilson HoldingsStockReal Estate
DLRDigital Realty TrustStockReal Estate
RRRRed Rock ResortsStockConsumer Discretionary
HSTHost Hotels ResortsStockReal Estate
ELSEquity Lifestyle PropertiesStockReal Estate
MGMMGM Resorts InternationalStockConsumer Discretionary
LVSLas Vegas SandsStockConsumer Discretionary
More Details

Baron Real Estate Risk Profiles

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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