Baron Real Estate Fund (BREIX)
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
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 |
*As of fiscal year ended 12/31/2011 the gross expense ratio of the Fund's Institutional Shares was 2.14%, but the net expense ratio was 1.10% (net of the Adviser's fee waivers).