BREFX Mutual Fund

BREFX Mutual Fund (Baron Real Estate Fund Retail Class) is managed by Baron Funds. BREFX expense ratio is 1.32%, holding 39 positions across sectors including Consumer Discretionary, Real Estate, Industrials. Inception date: 2009-12-31.

BREFX performance shows a YTD return of 0.83%. The 1-year return is 4.76% and the 5-year return is 2.99%. BREFX dividend yield stands at 3.65%, paid annually.

BREFX top holdings include Welltower, Inc. (5.9%), Equinix Inc. Real Estate Investment Trust (5.4%), Toll Bros Inc (5.1%), The Macerich Company (4.2%), Meritage Corporation (4.2%). Go to all BREFX holdings, BREFX sectors, or BREFX dividends.

BREFX can be compared against other funds. Use BREFX overlap to find shared positions, or BREFX vs another fund for a side-by-side view. BREFX alternatives are available via the screener, along with tax-loss harvesting opportunities.