BRIUX Mutual Fund
BRIUX Mutual Fund
Baron Real Estate Income Fund Class R6
BRIUX Mutual Fund Overview
BRIUX Mutual Fund (Baron Real Estate Income Fund Class R6) is managed by Baron Funds. BRIUX expense ratio is 0.80%, holding 31 positions across sectors including Real Estate, Consumer Discretionary, Unknown. Inception date: 2017-12-29.
BRIUX performance shows a YTD return of 12.60%. The 1-year return is 19.13% and the 5-year return is 5.21%. BRIUX dividend yield stands at 1.42%, paid quarterly.
BRIUX top holdings include Equinix, Inc. (9.9%), Welltower Inc Health Care (9.9%), Prologis Inc (9.4%), Ventas Canada Inc. (5.7%), Eastgroup Properties Inc (4.0%). View all BRIUX holdings, sector breakdown, or dividend history.
BRIUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BRIUX alternatives are available via the screener, along with tax-loss harvesting opportunities.