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Baron Real Estate Income Fund (BRIIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 24, 2026

The investment seeks a combination of capital appreciation and current income. The fund invests at least 80% of its net assets in real estate income-producing securities and other real estate securities of any market capitalization, including common stocks and equity securities, debt and preferred securities, non-U.S. real estate income-producing securities, and any other real estate-related yield securities. It is likely to maintain a significant portion of its assets in real estate investment trusts ("REITs").

Looking to diversify beyond BRIIX? The mutual funds below have the lowest correlation with BRIIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from BRIIX.

Best Diversifiers for BRIIX

3 mutual funds have low correlation with BRIIX (below 0.3), 1 of which are negatively correlated.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
QREARX
TIAA Real Estate Account-0.23——
98
REITBRIIX vs QREARX
CREMX
Redwood Real Estate Income Fund0.01——
100
REITBRIIX vs CREMX
BGAIX
Baron Global Advantage Fund0.270.400.51
55
Global EquitiesBRIIX vs BGAIX
BEXIX
Baron Emerging Markets Fund0.320.430.47
52
Emerging Markets DiversifiedBRIIX vs BEXIX
BPTRX
Baron Partners Fund0.360.450.52
52
Large Cap Growth EquitiesBRIIX vs BPTRX
See all 6 diversifiers for BRIIX

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Diversification Analysis

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