| 19.51 Net Asset Value | +1.25% 1 Day | +11.36% Year-to-Date | Overall Morningstar Rating |
| Real estate Style or Category | No Load Sales Expenses | 1.76% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | -3.70% | 3 years | +25.76% | |
| 3 months | +1.04% | 5 years | -- | |
| 1 year | +41.59% | Since inception | +23.85% |
| BREFX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +5.96% |
| Expense ratio | 1.76% | 1.36% |
| Risk 5 year sharpe ratio | -- | 0.31 |
| Net assets | $562.3M | $1.1B |
| Average market cap | $3.5B | $10.1B |
| Average P/E | 27.4 | 36.6 |
| Portfolio turnover | 30% | 30% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Baron Capital Group |
| Fund manager & tenure | Jeffrey Kolitch / 3 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $2,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 48.84% |
| Consumer service | 20.88% |
| Healthcare | 8.31% |
| Industrial materials | 8.24% |
| Telecommunication | 6.04% |
| HOT Starwood Hotels & Resorts Worldwide Inc | 4.65% |
| CSU Capital Senior Living Corporation | 4.38% |
| BKD Brookdale Senior Living, Inc. | 4.08% |
| CSTE Caesarstone Sdot-Yam Ltd | 3.99% |
| H Hyatt Hotels Corporation | 3.97% |
| CBG CBRE Group Inc | 3.95% |
| ESC Emeritus Corporation | 3.65% |
| JLL Jones Lang LaSalle, Inc. | 3.59% |
| WYN Wyndham Worldwide Corporation | 3.53% |
| WYNN Wynn Resorts Ltd | 3.48% |
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