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Baron Real Estate Fd Insti Shs: (MF: BREIX)

(NASDAQ Mutual Funds) As of Dec 17, 2025 05:57 PM ET

$40.70 USD

-0.14 (-0.34%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for BREIX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Baron Real Estate Inst BREIX NA NA 0.00 0.00 1.00 1.06

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Baron Real Estate Retail BREFX 40.37 2/10/2011 0.01 -1.74 12.14 7.32
Baron Real Estate Inst BREIX 40.70 2/10/2011 0.23 -1.48 12.43 7.60

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Baron Real Estate Inst BREIX 1000000 0 0 A

Contact Information

Family Baron
Address 767 5th Ave, 48th Floor
New York, NY 10153
Phone 800 992-2766