BRIIX Mutual Fund (Baron Real Estate Income Fund Institutional Shares) is managed by Baron Funds. BRIIX expense ratio is 0.80%, holding 31 positions across sectors including Real Estate, Consumer Discretionary, Unknown. Inception date: 2017-12-29.

BRIIX performance shows a YTD return of 14.43%. The 1-year return is 19.11% and the 5-year return is 4.92%. BRIIX dividend yield stands at 1.42%, paid quarterly.

BRIIX top holdings include Equinix Inc. Real Estate Investment Trust (9.9%), Welltower Inc (9.9%), Prologis Inc (9.4%), Ventas, Inc. (5.7%), Eastgroup Properties Inc. Real Estate Investment Trust (4.0%). View all BRIIX holdings, sector breakdown, or dividend history.

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