BREIX ETF (Baron Real Estate Fund Institutional Class) is managed by Baron Funds. BREIX expense ratio is 1.05%, holding 43 positions across sectors including Real Estate, Consumer Discretionary, Financials. Inception date: 2009-12-31.

BREIX performance shows a YTD return of 0.39%. The 1-year return is 4.24% and the 5-year return is 8.01%. BREIX dividend yield stands at 3.72%, paid semi-annually.

BREIX 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 BREIX holdings, sector breakdown, or dividend history.

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