BRIIX Mutual Fund

BRIIX Mutual Fund (Baron Real Estate Income Fund Institutional Shares) is managed by Baron Funds. 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 12.88%. The 1-year return is 18.41% and the 5-year return is 5.13%. BRIIX dividend yield stands at 1.42%, paid quarterly.

BRIIX top holdings include Welltower, Inc. (9.8%), Prologis Inc (7.8%), Equinix Inc - Common (7.5%), Macerich Co. (The) (6.1%), Boston Properties Inc (4.7%). 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.