BREFX (Baron Real Estate;Rtl)
Net Asset Value: 19.32
1-Day Return:
0.14 (0.73%)
YTD Return as of 4/4/13: 10.27%
Classification: Real Estate Objective: Real Estate Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 4/04/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 10.27 | 37.08 | 22.84 | NA | NA |
| Classification | 8.62 | 16.68 | 16.80 | 5.30 | 11.34 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 8 | 2 | 5 | NA | NA |
Fund Stats
More| Investment Objective: | Real Estate |
|---|---|
| Net Assets ($Mil) | NA |
| Inception Date: | 12/31/09 |
| Manager Name, Tenure | Jeffrey A. Kolitch, 2009 |
| Expense Ratio: | 1.35% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 9/30/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Brookdale Senior Living Inc Ord | BKD | 7.85 |
| Capital Senior Living Corp Ord | CSU | 7.80 |
| Hyatt Hotels Corp Ord | H | 5.87 |
| Equinix Inc Ord | EQIX | 4.62 |
| Cbre Group Inc Ord | CBG | 4.45 |
| Sba Communications Corp Ord | SBAC | 3.20 |
| Starwood Hotels & Resorts Worldwide Inc Ord | HOT | 2.95 |
| Wynn Resorts Ltd Ord | WYNN | 2.87 |
| Emeritus Corp Ord | ESC | 2.70 |
| Stanley Black & Decker Inc Ord | SWK | 2.53 |
| % of Total Holdings | 44.84 | |
Stories & Blogs: Around the Web
| 3/8/2013 | Looking for Buys in Real-Estate Stocks (WSJ.com) |
