BRIFX Mutual Fund

BRIFX Mutual Fund (Baron Real Estate Income Fund Retail Class) is managed by Baron Funds. BRIFX expense ratio is 1.05%, holding 40 positions across sectors including Real Estate, Consumer Discretionary, Industrials. Inception date: 2017-12-29.

BRIFX performance shows a YTD return of 9.24%. The 1-year return is 10.47% and the 5-year return is 3.43%. BRIFX dividend yield stands at 1.25%, paid quarterly.

BRIFX top holdings include Welltower, Inc. (9.8%), Prologis Inc (7.8%), Equinix Inc. Real Estate Investment Trust (7.5%), The Macerich Company (6.1%), Boston Properties Inc (4.7%). Go to all BRIFX holdings, BRIFX sectors, or BRIFX dividends.

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