Baron Real Estate Retail (BREFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Baron Real Estate Retail
New York, NY 10153
767 Fifth Avenue 49th Floor
Baron Select Funds
Management information
,Lead manager since 30 December 2009
Jeff joined Baron Capital in 2005 as a research analyst specializing in real estate and was named portfolio manager in 2009. He has 32 years of research experience. Previously, Jeff was with Goldman Sachs from 1995 to 2005, where in 2002 he was named a managing director of its Equity Capital Markets group. Jeff graduated from The Wharton School of the University of Pennsylvania with a B.S. in Economics in 1990 and from the Kellogg Graduate School of Management at Northwestern University with a Masters of Management in 1995.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryReal Estate
Fund familyBaron Capital Group, Inc.
Net assets1.71B
YTD return-2.65%
Yield0.06%
Morningstar rating★★★★★
Inception date28 Jan 2016
Fund operations
Last dividend0.02
Last cap gain18.00
Holdings turnover57.86%
Average for categoryN/A
Fees and expenses
ExpenseBREFXCategory average
Annual report expense ratio (net)1.06%1.08%
Prospectus net expense ratio1.06%N/A
Prospectus gross expense ratio1.06%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.10%
Max deferred sales loadN/A1.13%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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