5 / 5 Stars
5 5 3 2 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 72 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.11 percent over the past year, and 22.90 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.3%|
|3 Years (Annualized)||22.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 size, 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. The fund's investments in non-U.S. companies will not exceed 25%. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Baron Real Estate Fund has an expense ratio of 1.35 percent.
Risk is High compared to funds in the same category according to Morningstar.