Baron Real Estate Fund (BREIX)

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Fund Description

Baron Real Estate Fund invests in securities of real estate and real estate related companies of all sizes.

  

Fund Resources

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Jeff Kolitch on his approach to investing in real estate.

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Latest Fact Sheets

Standard Fact Sheet

Expanded Fact Sheet - Retail Shares

Expanded Fact Sheet - Institutional Shares

Baron Real Estate Attribution Reports


 

Fees & Expenses

Institutional Shares of the Baron Funds may be purchased directly from Baron with no transaction fee by submitting an application in the mail. Institutional Shares may also be purchased from a broker, dealer or other financial intermediary that may charge you a fee.

Expense Ratio

Baron Real Estate Fund 1.10%*

Minimum Investment

Account Type Minimum Initial Investment
Individual, Joint or UGMA/UTMA Accounts $1 million
Traditional, Roth or SIMPLE IRAs $1 million
Coverdell Education Savings Account $1 million
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*As of fiscal year ended 12/31/2013 the gross expense ratio of the Fund's Institutional Shares was 1.09%.