Baron Real Estate Fund Quote
| BRIUX Fund | USD 16.75 0.15 0.90% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Baron Real is trading at 16.75 as of the 26th of December 2024; that is 0.90 percent up since the beginning of the trading day. The fund's open price was 16.6. 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
Moving together with Baron Mutual Fund
| 0.66 | DX | Dynex Capital | PairCorr |
| 0.66 | HR | Healthcare Realty Trust | PairCorr |
| 0.73 | KW | Kennedy Wilson Holdings | PairCorr |
Moving against Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group Funds, Large Funds, Real Estate Funds, Real Estate, Baron Capital Group (View all Sectors) |
| Update Date | 31st of December 2024 |
Baron Real Estate [BRIUX] 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 minimum initial investment of 5 M. Baron Real Estate is currently producing year-to-date (YTD) return of 15.71% with the current yeild of 0.01%, while the total return for the last 3 years was 0.96%.
Check Baron Real Probability Of Bankruptcy
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.
Top Baron Real Estate Mutual Fund Constituents
| SPG | Simon Property Group | Stock | Real Estate | |
| ARE | Alexandria Real Estate | Stock | Real Estate | |
| LVS | Las Vegas Sands | Stock | Consumer Discretionary | |
| HST | Host Hotels Resorts | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate | |
| AVB | AvalonBay Communities | Stock | Real Estate | |
| MGM | MGM Resorts International | Stock | Consumer Discretionary | |
| COR | Cencora | Stock | Health Care |
Baron Real Estate Risk Profiles
| Mean Deviation | 0.7041 | |||
| Semi Deviation | 1.11 | |||
| Standard Deviation | 0.9937 | |||
| Variance | 0.9874 |
Baron Real Against Markets
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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