Baron Real Estate Fd Insti Shs (BREIX)
Baron Real Estate Fd Insti Shs operates in the Asset Management industry of the Financial Services sector, headquartered in New York, NY, US. The stock last traded at $38.12, up 0.21% on the session, giving a market capitalisation of $2.06B. Its beta of 1.12 implies it has historically moved more than the broad market.
The fund's primary objective is to achieve capital appreciation. To meet this goal, it typically commits at least 80% of its net assets for the long term to common stock. These investments are in U.S. and international companies engaged in the real estate sector or related activities, encompassing businesses of any market capitalization. This also extends to companies that the investment adviser deems to possess significant real estate holdings. A defining feature of the fund's strategy is its concentration, with over 25% of its net assets consistently allocated to the broader real estate industry.
Baron Real Estate Fd Insti Shs is most often compared with the following Financial Services names: