Morningstar

Baron Real Estate Income Fund R6 Shares BRIUX

Morningstar Medalist Rating
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Medalist Rating as of See Baron Capital Investment Hub
  • NAV / 1-Day Return $17.90  /  −0.56 %
  • Fund Size $286.6M
  • Adjusted Expense Ratio 0.800%
  • Net Expense Ratio 0.800%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.61%
  • Turnover Ratio 122%
NAV and 1-Day Return as of

Morningstar’s Analysis BRIUX

Will BRIUX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRIUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRIUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRIUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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Morningstar Automated Analysis

Summary

Baron Real Estate Income R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings BRIUX

More BRIUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.7
Top 10 Holdings
% Portfolio Weight
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