Baron Real is trading at 16.56 as of the 26th of December 2024; that is 0.91 percent increase since the beginning of the trading day. The fund's open price was 16.41. Baron Real has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of February 2023 and ending today, the 26th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in real estate income-producing securities and other real estate securities of any market capitalization, including common stocks and equity securities, debt and preferred securities, non-U.S. real estate income-producing securities, and any other real estate-related yield securities. More on Baron Real Estate
Baron Real Estate [BRIFX] is traded in USA and was established 26th of December 2024. Baron Real is listed under Baron Capital Group category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Baron Capital Group family. This fund currently has accumulated 4.38 M in assets under management (AUM) with no minimum investment requirementsBaron Real Estate is currently producing year-to-date (YTD) return of 15.46% with the current yeild of 0.01%, while the total return for the last 3 years was 0.74%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Baron Mutual Fund
Baron Real financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Real security.
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