Barrett Growth Fund (BGRWX)
Barrett Growth Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $28.92, down 0.31% on the session, giving a market capitalisation of $22.2M. Its beta of 0.93 implies it has historically moved less than the broad market.
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).
Barrett Growth Fund is most often compared with the following Financial Services names: