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Baron Real Estate Fund Institutional Shares (BREIX)

US Funds

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37.59 +0.86 +2.34%

14/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.79B

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BREIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Baron Real Estate Institutional (BREIX) fund. Our Baron Real Estate Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	7.00	7.00	0.00
Stocks	93.00	93.00	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.43	38.50
Price to Book	2.70	2.38
Price to Sales	1.97	6.19
Price to Cash Flow	13.46	15.93
Dividend Yield	1.32	3.64
5 Years Earnings Growth	11.48	5.76

Sector Allocation

Name	Net %	Category Average
Real Estate	46.46	96.57
Consumer Cyclical	25.45	3.34
Financial Services	13.79	3.45
Industrials	7.29	3.71
Technology	5.28	1.79
Basic Materials	1.73	3.99

Region Allocation

Equities

North America
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 34

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Equinix	US29444U7000	8.76	837.68	+0.45%
Blackstone	US09260D1072	5.00	140.89	+3.19%
CBRE A	US12504L1098	4.93	125.58	+3.11%
GDS Holdings	US36165L1089	4.91	35.27	+5.22%
Brookfield	CA11271J1075	4.89	50.40	+3.62%
Jones Lang LaSalle	US48020Q1076	4.87	249.90	+4.20%
Welltower	US95040Q1040	4.46	147.84	+1.34%
Digital	US2538681030	4.16	148.57	+1.80%
Vornado	US9290421091	3.95	36.82	+4.01%
Expedia	US30212P3038	3.67	162.11	+3.18%

Top Equity Funds by Baron Capital Group, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
Baron Growth Instl	4.7B	-0.99	2.62	9.84
Baron Partners Institutional	4.18B	-11.57	5.36	19.61
Baron Emerging Markets Institutiona	3.41B	1.67	-0.74	3.03
Baron Partners Retail	3.34B	-11.61	5.09	19.30
Baron Small Cap Instl	2.9B	-1.15	5.75	9.91

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Baron Real Estate.	37.59	+0.86	+2.34%
	Pioneer Funds - U.	9.923	-0.030	-0.30%