Nasdaq - Delayed Quote • USD
Barrett Growth Fund (BGRWX)
At close: 8:00 PM EDT
Investment Information
- Min Initial Investment
- 2,500
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Ausdal Financial Partners Inc
- E TRADE Financial
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Ameriprise SPS Advantage
- Mony Securities Corp
- CommonWealth NTF
- ETrade No Load NTF
- ETrade No Load Fee
- Raymond James
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- HSBC Brokerage (USA) Inc
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- Ameritas NTFN
- Scottrade NTF
- Trade PMR NTF
- Mid Atlantic Capital Group
- Bear Stearns
- Protected Investors of America NTF
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- Investacorp NTF
- JP Morgan No Load
- DailyAccess Corporation MATC
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
Fund Summary
The fund invests primarily in a diversified portfolio of common stocks of large- and mid-cap U.S. companies, as well as global companies traded on a U.S. exchange, selected by the Adviser. It invests in common stocks of high-quality companies that Barrett believes have superior growth potential and stocks that can be purchased at reasonable prices. The fund may invest up to 25% of its net assets in foreign securities, and will normally make such investments through the purchase of American Depositary Receipts ("ADRs").
Fund Overview
| Category | Large Growth |
| Fund Family | Segall Bryant & Hamill |
| Net Assets | 26.79M |
| YTD Return | 12.97% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 29, 1998 |
Performance & Risk
| YTD Return | 9.71% |
| 5y Average Return | 13.85% |
| Rank in Category (ytd) | 39 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
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