Baron Real Estate Fund (BREFX)
Invest In Baron Funds TodayFund Description
Baron Real Estate Fund invests in securities of real estate and real estate related companies of all sizes.
Fund Resources
Jeff Kolitch on his approach to investing in real estate.
Latest Fact Sheets
Expanded Fact Sheet - Retail Shares
Expanded Fact Sheet - Institutional Shares
Three Year Performance
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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.
Invest In Baron Funds Today*As of fiscal year ended 12/31/2011 the gross expense ratio of the Fund's Retail Shares was 2.33%, but the net expense ratio was 1.35% (net of the Adviser's fee waiver).