BREFX ETF (Baron Real Estate Fund Retail Class) is managed by Baron Funds. BREFX expense ratio is 1.31%, holding 39 positions across sectors including Real Estate, Consumer Discretionary, Financials. Inception date: 2009-12-31.

BREFX performance shows a YTD return of -0.60%. The 1-year return is 13.08% and the 5-year return is 2.20%. BREFX dividend yield stands at 3.63%, paid annually.

BREFX top holdings include Welltower Inc. (7.0%), Equinix, Inc. (6.8%), Prologis Inc (4.7%), Toll Brothers Inc (4.0%), Brookfield Corp (4.0%). View all BREFX holdings, sector breakdown, or dividend history.

BREFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BREFX alternatives are available via the screener, along with tax-loss harvesting opportunities.