BRIIX Mutual Fund

BRIIX Mutual Fund (Baron Real Estate Income Fund Institutional Shares) is managed by Baron Funds with $250.4M in net assets. BRIIX expense ratio is 0.80%, holding 31 positions across sectors including Real Estate, Consumer Discretionary, Industrials. Inception date: 2017-12-29.

BRIIX performance shows a YTD return of 6.63%. The 1-year return is 7.82% and the 5-year return is 2.97%. BRIIX dividend yield stands at 1.57%, paid quarterly.

BRIIX top holdings include Welltower Inc. (10.8%), Prologis Inc (9.8%), Equinix, Inc. (9.2%), Digital Realty Trust Inc. (5.9%), Eastgroup Properties Inc. Real Estate Investment Trust (5.1%). Go to all BRIIX holdings, BRIIX sectors, or BRIIX dividends.

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