Baron Real Estate Fund (BREFX)

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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

Expense Ratio

Baron Real Estate Fund 1.35%*

Minimum Investment

Account Type Initial Investment Subsequent Investment
    By mail Online
Individual, Joint or UGMA/UTMA Accounts $2,000 $0 $10
Traditional, Roth or SIMPLE IRAs $2,000 $0 $10
Coverdell Education Savings Account $2,000 $0 $10

The minimum initial investment for the Retail Shares is $2,000 per Fund, unless you choose to invest through the Baron Automatic Investment Plan. With the plan the initial investment is $500 with subsequent monthly investments of as little as $50, which are automatically invested from your checking account. You may discontinue your monthly automatic investments once your investment has reached $2,000.

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*As of fiscal year ended 12/31/2013 the expense ratio of the Fund's Retail Shares was 1.35%.