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Baron Real Estate Fund Retail Shares (BREFX)

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40.96 +0.54    +1.34%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 407.13M
Type:  Fund
Market:  United States
Issuer:  Baron Capital Group
Asset Class:  Equity
Baron Real Estate Retail 40.96 +0.54 +1.34%

BREFX Overview

 
On this page you'll find an in-depth profile of Baron Real Estate Fund Retail Shares. Learn about the key management, total assets, investment strategy and contact information of BREFX among other information.
Category

Real Estate

Total Assets

407.13M

Expenses

1.31%

Inception Date

40178

Investment Strategy

The investment seeks capital appreciation. The fund normally invests 80% of its net assets for the long term in equity securities in the form of common stock of U.S. and non-U.S. real estate and real estate-related companies of any market capitalization, and in companies which, in the opinion of the Adviser, own significant real estate assets at the time of investment ("real estate companies"). It will invest more than 25% of its net assets in the real estate industry.

Contact Information

Address New York, NY 10153
New York,NY 10153
United States
Phone +1 8009922766

Top Executives

Name Title Since Until
Jeffrey Kolitch Vice President, Portfolio Manager 2009 Now
Biography Jeff joined Baron Capital in 2005 as a research analyst specializing in real estate and was named portfolio manager in 2009. He has 32 years of research experience. Previously, Jeff was with Goldman Sachs from 1995 to 2005, where in 2002 he was named a managing director of its Equity Capital Markets group. Jeff graduated from The Wharton School of the University of Pennsylvania with a B.S. in Economics in 1990 and from the Kellogg Graduate School of Management at Northwestern University with a Masters of Management in 1995.
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