Baron Real Estate Fd Insti Shs (BREIX) Research
The fund's primary objective is to achieve capital appreciation. To meet this goal, it typically commits at least 80% of its net assets for the long term to common stock. These investments are in U.S. and international companies engaged in the real estate sector or related activities, encompassing businesses of any market capitalization. This also extends to companies that the investment adviser deems to possess significant real estate holdings. A defining feature of the fund's strategy is its concentration, with over 25% of its net assets consistently allocated to the broader real estate industry.
Market snapshot
- Symbol
- BREIX
- Price
- $42.24
- Day change
- +1.59%
- Market cap
- $2.2B
- 52-week range
- 37.44-43.88
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Focused Large Cap Value Investor Class (ALVIX)
- American Century One Choice in Retirement Portfolio Investor Class (ARTOX)
- Touchstone Sands Capital Select Growth Y (CFSIX)
- DFA U.S. Large Cap Equity Portfolio (DUSQX)
- Goldman Sachs High Yield Instl (GSHIX)
- Transamerica Capital Growth A (IALAX)
- Royce Pennsylvania Mutual Fd, Investment Class (PENNX)
- George Putnam Balanced Class A (PGEOX)
Open Baron Real Estate Fd Insti Shs (BREIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.