Baron Real Estate Fund (BREFX)Invest In Baron Funds Today
Baron Real Estate Fund invests in securities of real estate and real estate related companies of all sizes.
Fees & Expenses
|Baron Real Estate Fund||1.35%*|
|Account Type||Initial Investment||Subsequent Investment|
|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).