BREUX Mutual Fund
BREUX Mutual Fund
Baron Real Estate Fund R6 Shares
BREUX Mutual Fund Overview
BREUX Mutual Fund (Baron Real Estate Fund R6 Shares) is managed by Baron Funds. BREUX expense ratio is 1.05%, holding 39 positions across sectors including Real Estate, Consumer Discretionary, Unknown. Inception date: 2016-01-29.
BREUX performance shows a YTD return of 4.85%. The 1-year return is 15.18% and the 5-year return is 5.88%. BREUX dividend yield stands at 3.58%, paid semi-annually.
BREUX 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 BREUX holdings, sector breakdown, or dividend history.
BREUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BREUX alternatives are available via the screener, along with tax-loss harvesting opportunities.