BGRWX Mutual Fund
BGRWX Mutual Fund
BGRWX Mutual Fund
Barrett Growth Fund
BGRWX Mutual Fund Overview
BGRWX Mutual Fund (Barrett Growth Fund) is managed by Barrett with $22.6M in net assets. BGRWX expense ratio is 0.99%, holding 28 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 1998-12-29.
BGRWX performance shows a YTD return of 1.59%. The 1-year return is 6.21% and the 5-year return is 8.21%.
BGRWX top holdings include Nvidia Corp (9.5%), Alphabet Inc. C (8.8%), Microsoft Corp (7.7%), Amazon.Com Inc (7.3%), Tjx Cos., Inc. (6.5%). Go to all BGRWX holdings, BGRWX sectors, or BGRWX dividends.
BGRWX can be compared against other funds. Use BGRWX overlap to find shared positions, or BGRWX vs another fund for a side-by-side view. BGRWX alternatives are available via the screener, along with tax-loss harvesting opportunities.