Baron Real Estate Fund

Scorecard
5 / 5 Stars
Lipper
5 5 3 2 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

#2 in Real Estate

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.

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Performance

The fund has returned 27.45 percent over the past year, and 23.20 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 9.5%
1 Year 27.4%
3 Years (Annualized) 23.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
Baron Real Estate Fund has an expense ratio of 1.09 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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See Also:

Top Baron Capital Group Funds

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