BREFX ETF (Baron Real Estate Fund Retail Class) is managed by Baron Funds. BREFX expense ratio is 1.31%, holding 43 positions across sectors including Real Estate, Consumer Discretionary, Financials. Inception date: 2009-12-31.

BREFX performance shows a YTD return of 0.35%. The 1-year return is 3.97% and the 5-year return is 5.51%. BREFX dividend yield stands at 3.58%, paid annually.

BREFX top holdings include Jones Lang Lasalle Inc. (6.5%), Brookfield Corp (5.4%), Cbre Services Inc (5.3%), Welltower Inc. (5.3%), Toll Brothers Inc (4.7%). View all BREFX holdings, sector breakdown, or dividend history.

BREFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BREFX alternatives are available via the screener, along with tax-loss harvesting opportunities.