Baron Real Estate Fund
Shareclass
Baron Real Estate Retail (BREFX)
Type
Open-end mutual fund
Manager
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 628 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Baron Real Estate Fund BREFX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Welltower Inc4.46% of assets$95.86M invested
- 2. Hilton Worldwide Holdings Inc3% of assets$64.57M invested
- 3. Jones Lang LaSalle Inc4.87% of assets$104.71M invested
- 4. Expedia Group Inc3.67% of assets$78.92M invested
- 5. AvalonBay Communities Inc1.56% of assets$33.64M invested
- 6. Equinix Inc8.76% of assets$188.33M invested
- 7. Lowe's Companies Inc2.25% of assets$48.29M invested
- 8. Equity Residential2.68% of assets$57.57M invested
- 9. Hyatt Hotels Corp Class A2.76% of assets$59.35M invested
- 10. CBRE Group Inc Class A4.93% of assets$105.97M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Red Rock Resorts Inc Class A0.97% of assets$20.87M invested
- 2. Lennar Corp Class A2.2% of assets$47.41M invested
- 3. Blackstone Inc5% of assets$107.51M invested
- 4. Brookfield Corp Registered Shs -A- Limited Vtg4.89% of assets$105.2M invested
- 5. SiteOne Landscape Supply Inc2.49% of assets$53.6M invested
- 6. Installed Building Products Inc0.69% of assets$14.76M invested
- 7. Builders FirstSource Inc0.39% of assets$8.46M invested
- 8. Brookfield Asset Management Ltd Ordinary Shares - Class A2.93% of assets$63.03M invested
- 9. Vornado Realty Trust3.95% of assets$84.99M invested
- 10. Digital Realty Trust Inc4.16% of assets$89.47M invested
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Financial performance
Performance data provided by
Find more financial data on BREFX at Morningstar.com
Find more financial data on BREFX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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