Baron Real Estate Fund (BREUX)

Portfolio Management

JeffreyKolitch
Jeffrey Kolitch

Fund Manager since 2009

Objective and Strategy

The Fund invests broadly in real estate businesses with significant growth potential. It maintains exposure across many industries and all capitalization ranges. Non-diversified.

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Fund Description

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

  

Performance Summary as of January 31, 2016

  Annualized Returns Since Inception
12/31/09
YTD 1 YR 3 YR 5 YR 10 YR Annualized Cumulative
-11.06% -13.90% 5.64% 12.35% N/A 14.82% 131.77%
Growth of $10,000 Chart

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Top Ten Holdings as of January 31, 2016

Holding Sector Percentage
CBRE Group, Inc. Financials 5.3%
Jones Lang LaSalle, Inc. Financials 5.0%
Equinix, Inc. Financials 4.5%
Mohawk Industries, Inc. Consumer Discretionary 4.5%
MGM Resorts International Consumer Discretionary 4.2%
Norwegian Cruise Line Holdings, Ltd. Consumer Discretionary 4.0%
Simon Property Group, Inc. Financials 3.6%
Hilton Worldwide Holdings, Inc. Consumer Discretionary 3.6%
Royal Caribbean Cruises Ltd. Consumer Discretionary 3.4%
InterXion Holding N.V. Information Technology 3.2%
Total 41.3%
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Performance Based Characteristics as of

Characteristics Since Inception
This data does not yet exist for this Fund.

Daily Price (NAV)

Prices for Feb 5 , 2016
(BREUX)
NAV $20.48
Daily Change ($) -$0.66
Daily Change (%) -3.12%
MTD -6.06%
YTD -16.44%
52-Week High $27.56
52-Week Low $20.48

Fund Facts

Expense Ratio* 1.06%
Risk/Return Comparison

This information is not currently available.

Ratings/Rankings

Morningstar Ratings

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Lipper Rankings

This information is not currently available.

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Baron Category: All-Cap Growth
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Mid Value Mid Core Mid Growth Mid
Small Value Small Core Small Growth Small
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