Baron Real Estate Fund Quote
| BREIX Fund | USD 34.98 0.34 0.96% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Baron Real is trading at 34.98 as of the 18th of April 2024; that is -0.96% down since the beginning of the trading day. The fund's open price was 35.32. Baron Real has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Baron Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of June 2022 and ending today, the 18th of April 2024. Click here to learn more.
The fund normally invests 80 percent 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 market capitalization, and in companies which, in the opinion of the Adviser, own significant real estate assets at the time of investment . More on Baron Real Estate
Moving together with Baron Mutual Fund
| 0.82 | PK | Park Hotels Resorts Financial Report 6th of May 2024 | PairCorr |
Moving against Baron Mutual Fund
| 0.78 | KW | Kennedy Wilson Holdings Financial Report 1st of May 2024 | PairCorr |
| 0.73 | HR | Healthcare Realty Trust Financial Report 14th of May 2024 | PairCorr |
| 0.55 | UK | Ucommune International Report 23rd of April 2024 | PairCorr |
| 0.47 | RC | Ready Capital Corp Financial Report 13th of May 2024 | PairCorr |
Baron Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Baron Real's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Baron Real or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Funds, Real Estate Funds, Real Estate, Baron Capital Group, Inc., Large, Real Estate (View all Sectors) |
| Update Date | 31st of March 0031 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Baron Real Estate [BREIX] is traded in USA and was established 18th of April 2024. Baron Real is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 1.56 B in assets under management (AUM) with minimum initial investment of 1000 K. Baron Real Estate is currently producing year-to-date (YTD) return of 6.66% with the current yeild of 0.0%, while the total return for the last 3 years was -1.54%.
Check Baron Real Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Real Estate Mutual Fund Constituents
| MGM | MGM Resorts International | Stock | Consumer Discretionary |
| HD | Home Depot | Stock | Consumer Discretionary |
| BYD | Boyd Gaming | Stock | Consumer Discretionary |
| VMC | Vulcan Materials | Stock | Materials |
| RRR | Red Rock Resorts | Stock | Consumer Discretionary |
| Z | Zillow Group Class | Etf | Communication Services |
| EQIX | Equinix | Stock | Real Estate |
Baron Real Target Price Odds Analysis
Based on a normal probability distribution, the odds of Baron Real jumping above the current price in 90 days from now is about 89.36%. The Baron Real Estate probability density function shows the probability of Baron Real mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.6165 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Baron Real will likely underperform. Additionally, baron Real Estate has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Baron Real to move above the current price in 90 days from now is about 89.36 (This Baron Real Estate probability density function shows the probability of Baron Mutual Fund to fall within a particular range of prices over 90 days) .
Baron Real Top Holders
| BWBTX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity |
| BWBIX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity |
| BWBFX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity |
Baron Real Estate Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Baron Real market risk premium is the additional return an investor will receive from holding Baron Real long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Baron Real. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Baron Real's alpha and beta are two of the key measurements used to evaluate Baron Real's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.9627 | |||
| Semi Deviation | 1.42 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.42 |
Baron Real Against Markets
Picking the right benchmark for Baron Real mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Baron Real mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Baron Real is critical whether you are bullish or bearish towards Baron Real Estate at a given time. Please also check how Baron Real's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Baron Real without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Baron Mutual Fund?
Before investing in Baron Real, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Baron Real. To buy Baron Real fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Baron Real. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Baron Real fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Baron Real Estate fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Baron Real Estate fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Baron Real Estate, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Baron Real Estate?
The danger of trading Baron Real Estate is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Baron Real is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Baron Real. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Baron Real Estate is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Baron Real Estate. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.