BREIX Mutual Fund

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, Financials. Inception date: 2009-12-31.

BREIX performance shows a YTD return of 0.98%. The 1-year return is 5.00% and the 5-year return is 3.25%. BREIX dividend yield stands at 3.72%, paid semi-annually.

BREIX top holdings include Welltower, Inc. (7.0%), Equinix Inc. Real Estate Investment Trust (6.8%), Prologis Inc (4.7%), Toll Bros Inc (4.0%), Brookfield Corp (4.0%). Go to all BREIX holdings, BREIX sectors, or BREIX dividends.

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