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Barrett Growth (BGRWX)

On Nov 24: 9.19 USD  Up 0.11 (1.21%)  
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 BARRETT GROWTH FUND Delayed quote dataEdit
Net Asset Value:9.19
Trade Time:Nov 24
Change:Up 0.11 (1.21%)
Prev Close:9.19
YTD Return*:11.54%
Net Assets*:13.24M
Yield*:N/A
* As of 31-Oct-09
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No headlines available for BGRWX.

 FUND BASICS31-Oct-09
Morningstar Overall Rating:3 stars
Total Assets:13.24M
Category:Large Growth
Total Expense Ratio:1.25%
Fund Profile - Holdings


 PERFORMANCE & RISK31-Oct-09
YTD Return:11.54%
5y Avg Return:-1.00%
Rank in Category (ytd):1711
% Rank in Category (ytd):94.95%
Beta (3y):0.85
Morningstar Risk Rating:Below average
Performance Details - Risk Details

 FUND SUMMARY 
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.
Fund Profile


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