BREUX Mutual Fund (Baron Real Estate Fund R6 Shares) is managed by Baron Funds. BREUX expense ratio is 1.05%, holding 39 positions across sectors including Real Estate, Consumer Discretionary, Financials. Inception date: 2016-01-29.

BREUX performance shows a YTD return of 4.85%. The 1-year return is 15.18% and the 5-year return is 5.88%. BREUX dividend yield stands at 3.58%, paid semi-annually.

BREUX 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 BREUX holdings, sector breakdown, or dividend history.

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