BRIUX Mutual Fund

BRIUX Mutual Fund (Baron Real Estate Income Fund Class R6) is managed by Baron Funds. BRIUX expense ratio is 0.80%, holding 31 positions across sectors including Real Estate, Consumer Discretionary, Financials. Inception date: 2017-12-29.

BRIUX performance shows a YTD return of 12.89%. The 1-year return is 18.43% and the 5-year return is 5.18%. BRIUX dividend yield stands at 1.42%, paid quarterly.

BRIUX top holdings include Equinix Inc. Real Estate Investment Trust (9.9%), Welltower, Inc. (9.9%), Prologis Inc (9.4%), Ventas, Inc. (5.7%), Eastgroup Properties Inc. Real Estate Investment Trust (4.0%). Go to all BRIUX holdings, BRIUX sectors, or BRIUX dividends.

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