BREFX Mutual Fund (Baron Real Estate Fund Retail Class) is managed by Baron Funds. BREFX expense ratio is 1.32%, holding 39 positions across sectors including Real Estate, Consumer Discretionary, Financials. Inception date: 2009-12-31.

BREFX performance shows a YTD return of 2.51%. The 1-year return is 14.89% and the 5-year return is 3.43%. BREFX dividend yield stands at 3.45%, paid annually.

BREFX top holdings include Welltower Inc (7.0%), Equinix Inc. Real Estate Investment Trust (6.8%), Prologis Inc (4.7%), Toll Brothers Inc (4.0%), Brookfield Corp (4.0%). 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.