BREIX Mutual Fund (Baron Real Estate Fund Institutional Class) is managed by Baron Funds. BREIX expense ratio is 1.05%, holding 39 positions across sectors including Real Estate, Consumer Discretionary, Unknown. Inception date: 2009-12-31.

BREIX performance shows a YTD return of 4.85%. The 1-year return is 15.18% and the 5-year return is 5.88%. BREIX dividend yield stands at 3.58%, paid semi-annually.

BREIX top holdings include Welltower Inc Health Care (7.0%), Equinix, Inc. (6.8%), Prologis Inc (4.7%), Toll Brothers Finance Corporation (4.0%), Brookfield Corp (4.0%). View all BREIX holdings, sector breakdown, or dividend history.

BREIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BREIX alternatives are available via the screener, along with tax-loss harvesting opportunities.