BREUX Mutual Fund

BREUX Mutual Fund (Baron Real Estate Fund R6 Shares) is managed by Baron Funds. BREUX expense ratio is 1.05%, holding 44 positions across sectors including Consumer Discretionary, Real Estate, Industrials. Inception date: 2016-01-29.

BREUX performance shows a YTD return of -8.83%. The 1-year return is -9.17% and the 5-year return is 2.19%. BREUX dividend yield stands at 0.38%.

BREUX top holdings include Welltower, Inc. (5.9%), Equinix Inc. Real Estate Investment Trust (5.4%), Toll Bros Inc (5.1%), Macerich Co. (4.2%), Meritage Corporation (4.2%). Go to all BREUX holdings, BREUX sectors, or BREUX dividends.

BREUX can be compared against other funds. Use BREUX overlap to find shared positions, or BREUX vs another fund for a side-by-side view. BREUX alternatives are available via the screener, along with tax-loss harvesting opportunities.