Barrett Growth Fund (BGRWX) Research
This fund primarily dedicates its investments to a varied collection of common shares issued by both large and medium-sized American corporations, as well as international companies whose stocks are listed on a U.S. exchange, all chosen by its Adviser. It seeks out equities from financially robust businesses that the Barrett team identifies as having outstanding potential for growth and being available at appealing valuations. While the fund may allocate up to 25% of its total assets to foreign securities, it typically does so by acquiring American Depositary Receipts (ADRs).
Market snapshot
- Symbol
- BGRWX
- Price
- $27.29
- Day change
- +0.52%
- Market cap
- $24.2M
- 52-week range
- 24.17-31.17
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- CornerCap Small-Cap Value Fund (CSCVX)
- Shelton Emerging Markets Fund (EMSLX)
- Guinness Atkinson China & Hong Kong Fund (ICHKX)
- James Micro Cap Fund (JMCRX)
- LSV U.S. Managed Volatility Fund (LVAMX)
- iMGP Alternative Strategies Fund (MASFX)
- iMGP Alternative Strategies Fund (MASNX)
- Nuveen Missouri Quality Municipal Income Fund (NOM)
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