Barrett Growth
565 Fifith Ave 25th FL New York NY 10017
Map
Phone: 877-363-6333
| Category: | Large Growth | | Fund Family: | Barrett | | Net Assets: | 13.24M | | Year-to-Date Return: | 11.54% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-98 |
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Robert J. Milnamow
Lead Manager since
26-Jan-04 | | | Milnamow is a managing director with Barrett Associates. Prior to joining the firm in 2003, he was a managing member at Thayer Pond Capital, LLC from 2001 to 2003. He was a research analyst and portfolio manager for Rockefeller & Co. from 1998 to 2001. Previously, Milnamow was a research analyst and portfolio manager for Phoenix Securities Group. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to achieve long-term capital appreciation and to maximize after-tax returns. The normally invests in common stocks of high-quality companies that the investment adviser believes have superior growth potential and stocks that can be purchased at reasonable prices. It has a long-term investment outlook. The fund invests primarily in a diversified portfolio of common stocks of large- and mid-sized U.S. companies. |
| Last Dividend
(21-Dec-07):
| 0.00 | | Last Cap Gain
(31-May-01):
| 0.07 | | Annual Holdings Turnover
| 71.00% | | Average for Category:
| 110.55% |
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| Expense | BGRWX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.33% | | Max 12b1 Fee: | 0.17%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 886 | $672 | | 5 Yr Expense Projection*: |
$ 1,665 | $1,053 | | 10 Yr Expense Projection*: |
$ 3,709 | $2,074 |
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0.16% Nasdaq 0.00%
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