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    Barrett Growth (BGRWX)

    15.87 Up 0.03(0.19%) Mar 5
    Prev Close:15.84
    YTD Return*:3.26%
    Net Assets*:19.30M
    Yield*:0.20%

    * As of 28-Feb-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for BGRWX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TWX3.62-2.69
    AAPL3.5117.38
    DIS3.4912.42
    V3.476.32
    NKE3.313.00

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:19.3M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:3.26%
    5y Avg Return:11.24%
    Rank in Category (ytd):80
    % Rank in Category (ytd):4.52%
    Beta (3y):1.03
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to achieve long-term capital appreciation and to maximize after-tax returns. The fund invests primarily in a diversified portfolio of common stocks of large- and mid-cap U.S. companies selected by the Adviser. The fund's managers consider mid-cap companies to be companies with market capitalizations of approximately $1 billion to $10 billion and large-cap companies to be companies with market capitalizations greater than $10 billion. It may also purchase securities with an equity component, such as preferred stock, warrants, rights or other securities that are convertible into or exchangeable for shares of common stock. View More
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